Cornerstone Wealth Advisors, Inc.
Cornerstone Wealth Advisors, Inc. is an SEC-registered mass-market adviser in Carlsbad, CA with $145.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Cornerstone Wealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309544, SEC 801-132490, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $145.6M (2026-02-13)
- Firm type
- Mass-Market Adviser
- Location
- Carlsbad, CA
- Employees
- 4
- Clients
- 157
- CRD
- 309544
- Ownership
- SELLMAN, MICHAEL, W; BARRETT, DENISE, AILEEN
How much AUM does Cornerstone Wealth Advisors, Inc. have?
Cornerstone Wealth Advisors, Inc. reported $145.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Cornerstone Wealth Advisors, Inc.?
Disclosed owners and executives of Cornerstone Wealth Advisors, Inc. include SELLMAN, MICHAEL, W, BARRETT, DENISE, AILEEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.