Cornerstone Wealth Management
Cornerstone Wealth Management is an SEC-registered wealth manager in Westlake, OH with $628.7M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Cornerstone Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106950, SEC 801-51066, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $628.7M (2026-02-11)
- Firm type
- Wealth Manager
- Location
- Westlake, OH
- Employees
- 8
- Clients
- 463
- CRD
- 106950
- Ownership
- O'BOYLE, KAYE, ELIZABETH; GOMERSALL, DAVID, ALAN; DIONISOS, NICK; KELLEY, MICHAEL, WAYNE; FANOURAKIS, CHRISTINA, KYRKOS
How much AUM does Cornerstone Wealth Management have?
Cornerstone Wealth Management reported $628.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Cornerstone Wealth Management?
Disclosed owners and executives of Cornerstone Wealth Management include O'BOYLE, KAYE, ELIZABETH, GOMERSALL, DAVID, ALAN, DIONISOS, NICK, KELLEY, MICHAEL, WAYNE, FANOURAKIS, CHRISTINA, KYRKOS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.