Cornerstone Financial Management LLC
Cornerstone Financial Management LLC is an SEC-registered wealth manager in Burlington, MA with $167.0M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Cornerstone Financial Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140967, SEC 801-130130, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $167.0M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Burlington, MA
- Employees
- 7
- Clients
- 108
- CRD
- 140967
- Ownership
- NEWFIELD, GEORGE, E.; YOOS, THEODORE, RODERICK; Arruda, Kevin
How much AUM does Cornerstone Financial Management LLC have?
Cornerstone Financial Management LLC reported $167.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Cornerstone Financial Management LLC?
Disclosed owners and executives of Cornerstone Financial Management LLC include NEWFIELD, GEORGE, E., YOOS, THEODORE, RODERICK, Arruda, Kevin. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.