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CORNERSTONE WEALTH MANAGEMENT, LLC
DES PERES, MO
(314) 394-1670
SEC #801-76973Total AUM
$4.9B
Employees
103Clients
12,692Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
13358 MANCHESTER ROAD
SUITE 200
DES PERES
MO 63131
United States
SUITE 200
DES PERES
MO 63131
United States
Operating Hours
8AM TO 4:30PM
Monday - Friday
Monday - Friday
Phone
(314) 394-1670
Other Offices
45
Financials
Total AUM
$4.9B
Accounts
20,602Discretionary
$4.9B
Accounts
20,602Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
8,943AUM
$1.5B
HNW Individual Clients
3,511AUM
$3.3B
Pension/Profit Sharing Plan Clients
125AUM
$30.6M
Charitable Organization Clients
39AUM
$20.8M
Corporation or Business Clients
73AUM
$71.9M
Other Clients
1AUM
$347.3K
Description of Other Clients
INVESTMENT CLUB
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
LPL SPONSORED ADVISORY PROGRAMS; INVESTMENT MANAGEMENT & RESEARCH SUBSCRIPTION LICENSING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.