Cornerstone Wealth Planning
Cornerstone Wealth Planning is an SEC-registered wealth manager in Charlotte, NC with $485.9M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Cornerstone Wealth Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166886, SEC 801-119224, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $485.9M (2026-02-10)
- Firm type
- Wealth Manager
- Location
- Charlotte, NC
- Employees
- 13
- Clients
- 409
- CRD
- 166886
- Ownership
- KNIGHT, CHRISTOPHER, WILLIAM; CULLEN, JAMES, MICHAEL
How much AUM does Cornerstone Wealth Planning have?
Cornerstone Wealth Planning reported $485.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Cornerstone Wealth Planning?
Disclosed owners and executives of Cornerstone Wealth Planning include KNIGHT, CHRISTOPHER, WILLIAM, CULLEN, JAMES, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.