DAGCO, INC.
Legal name: CORNERSTONE WEALTH MANAGEMENT
CRD #106950 SEC #801-51066 WESTLAKE, OH 440-899-4000
SEC Registered
Total AUM
$518.4M
Discretionary
$511.5M
Employees
8
Clients
251
Accounts
1,049
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DIONISOS, NICK | I | SENIOR INVESTMENT CONSULTANT | NA | Control |
| KELLEY, MICHAEL, WAYNE | I | VICE PRESIDENT | NA | Control |
| KELLEY, MICHAEL, WAYNE | I | VICE PRESIDENT | NA | Control |
| KELLEY, MICHAEL, WAYNE | I | VICE PRESIDENT | NA | Control |
| Malone, Edmund, Vincent | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Malone, Edmund, Vincent | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Malone, Edmund, Vincent | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Malone, Edmund, Vincent | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Malone, Edmund, Vincent | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Malone, Edmund, Vincent | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | SECRETARY | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER/SEC'Y. | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | SECRETARY | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | SECRETARY | NA | Control |
| O'BOYLE, KAYE, ELIZABETH | I | SECRETARY | NA | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | E | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | E | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | E | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | E | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | E | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | E | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | E | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | E | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | E | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | E | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | E | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | E | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | E | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | E | Control |
| GOMERSALL, DAVID, ALAN | I | PRESIDENT | E | Control |
| GOMERSALL, DAVID, ALAN | I | PRESIDENT | E | Control |
| GOMERSALL, DAVID, ALAN | I | PRESIDENT | E | Control |
| GOMERSALL, DAVID, ALAN | I | PRESIDENT | E | Control |
| GOMERSALL, DAVID, ALAN | I | OWNER | E | Control |
| GOMERSALL, DAVID, ALAN | I | OWNER | E | Control |
| GOMERSALL, DAVID, ALAN | I | PRESIDENT | E | Control |
| GOMERSALL, DAVID, ALAN | I | PRESIDENT | E | Control |
| GOMERSALL, DAVID, ALAN | I | PRESIDENT | E | Control |
| GOMERSALL, DAVID, ALAN | I | PRESIDENT | E | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | D | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | D | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | D | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | D | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | D | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | D | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | D | Control |
| GOMERSALL, DAVID, ALAN | I | PRESIDENT | D | Control |
| GOMERSALL, DAVID, ALAN | I | PRESIDENT | D | Control |
| GOMERSALL, DAVID, ALAN | I | PRESIDENT | D | Control |
| GOMERSALL, DAVID, ALAN | I | PRESIDENT | D | Control |
| GOMERSALL, DAVID, ALAN | I | PRESIDENT | D | Control |
| GOMERSALL, DAVID, ALAN | I | PRESIDENT | D | Control |
| DIONISOS, NICK | I | VICE PRESIDENT AND SENIOR INVESTMENT CONSULTANT | C | Control |
| DIONISOS, NICK | I | VICE PRESIDENT AND SENIOR INVESTMENT CONSULTANT | C | Control |
| DIONISOS, NICK | I | VICE PRESIDENT AND SENIOR INVESTMENT CONSULTANT | C | Control |
| DIONISOS, NICK | I | VICE PRESIDENT AND SENIOR INVESTMENT CONSULTANT | C | Control |
| DIONISOS, NICK | I | VICE PRESIDENT AND SENIOR INVESTMENT CONSULTANT | C | Control |
| DIONISOS, NICK | I | VICE PRESIDENT AND SENIOR INVESTMENT CONSULTANT | C | Control |
| DIONISOS, NICK | I | VICE PRESIDENT AND SENIOR INVESTMENT CONSULTANT | C | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | C | Control |
| DIONISOS, NICK | I | PRESIDENT AND SENIOR INVESTMENT CONSULTANT | C | Control |
| KELLEY, MICHAEL, WAYNE | I | VICE PRESIDENT | C | Control |
| KELLEY, MICHAEL, WAYNE | I | VICE PRESIDENT | C | Control |
| KELLEY, MICHAEL, WAYNE | I | VICE PRESIDENT | C | Control |
| KELLEY, MICHAEL, WAYNE | I | VICE PRESIDENT | C | Control |
| KELLEY, MICHAEL, WAYNE | I | VICE PRESIDENT | C | Control |
| KELLEY, MICHAEL, WAYNE | I | VICE PRESIDENT | C | Control |
| KELLEY, MICHAEL, WAYNE | I | VICE PRESIDENT | C | Control |
| KELLEY, MICHAEL, WAYNE | I | VICE PRESIDENT | C | Control |
| KELLEY, MICHAEL, WAYNE | I | VICE PRESIDENT | C | Control |
| DIONISOS, NICK | I | VICE PRESIDENT AND SENIOR INVESTMENT CONSULTANT | B | Control |
| KELLEY, MICHAEL, WAYNE | I | VICE PRESIDENT | B | Control |
| KELLEY, MICHAEL, WAYNE | I | VICE PRESIDENT | B | Control |
| FANOURAKIS, CHRISTINA, KYRKOS | I | DIRECTOR OF FINANCIAL PLANNING | A | |
| FANOURAKIS, CHRISTINA, KYRKOS | I | DIRECTOR OF FINANCIAL PLANNING | A | |
| Kaplan, Nicholas, Michael | I | DIRECTOR OF WEALTH MANAGEMENT | A | |
| Kaplan, Nicholas, Michael | I | DIRECTOR OF WEALTH MANAGEMENT | A |
Registrations
Federal
IA
Apr 3, 2025 REGISTERED
Notice Filings (11)
CA CO FL GA KY LA MI NH NJ OH TX
Address
27366 CENTER RIDGE ROADWESTLAKE, OH 44145
United States
Phone: 440-899-4000