CORNERSTONE WEALTH MANAGEMENT LLC
Legal name: CORNERSTONE WEALTH MANAGEMENT
CRD #108404 SEC #801-56735 SAN DIEGO, CA 858-676-1000
SEC Registered Private Funds
Total AUM
$182.6M
Discretionary
$179.1M
Employees
5
Clients
101
Accounts
322
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $182.6M | $179.1M | $3.5M | 5 | 1 |
| Mar 2020 | $182.6M | $179.1M | $3.5M | 5 | 1 |
| Jul 2019 | $295.6M | $286.9M | $8.7M | 9 | 1 |
| May 2019 | $295.6M | $286.9M | $8.7M | 9 | 1 |
| May 2019 | $295.6M | $286.9M | $8.7M | 9 | 1 |
| Mar 2019 | $295.6M | $286.9M | $8.7M | 9 | 1 |
| Mar 2019 | $295.6M | $286.9M | $8.7M | 9 | 1 |
| Mar 2018 | $295M | $290.6M | $4.5M | 9 | 0 |
| Jun 2017 | $266.1M | $254.1M | $12M | 9 | 100 |
| Mar 2017 | $266.1M | $254.1M | $12M | 9 | 100 |
| Mar 2016 | $252.6M | $244.8M | $7.8M | 9 | 100 |
| Jun 2015 | $270.4M | $262.7M | $7.7M | 6 | 100 |
| Mar 2015 | $270.4M | $262.7M | $7.7M | 6 | 100 |
| Mar 2014 | $269.1M | $261.9M | $7.2M | 6 | 110 |
| May 2013 | $243.7M | $240.1M | $3.6M | 6 | 115 |
| Mar 2013 | $243.7M | $240.1M | $3.6M | 6 | 115 |
| Jul 2012 | $229.7M | $226.3M | $3.4M | 1 | 102 |
| Mar 2012 | $229.7M | $226.3M | $3.4M | 1 | 102 |
| Jul 2011 | $229.4M | $91.2M | $138.2M | 5 | -- |
| Jun 2011 | $229.4M | $91.2M | $138.2M | 5 | -- |
| Mar 2011 | $229.4M | $91.2M | $138.2M | 5 | -- |
| Feb 2009 | $165.9M | $66.7M | $99.1M | 10 | -- |
| Jan 2008 | $202M | $94.8M | $107.2M | 10 | -- |
| Feb 2007 | $245.6M | $158.9M | $86.7M | 10 | -- |
| Feb 2006 | $145.5M | $66.8M | $78.7M | 10 | -- |
| Dec 2003 | $132.2M | $18.9M | $113.3M | 5 | -- |
| Apr 2002 | $137.2M | $20.4M | $116.8M | 5 | -- |
DateJun 2020
Total AUM$182.6M
Discretionary$179.1M
Non-Disc.$3.5M
Employees5
Clients1
DateMar 2020
Total AUM$182.6M
Discretionary$179.1M
Non-Disc.$3.5M
Employees5
Clients1
DateJul 2019
Total AUM$295.6M
Discretionary$286.9M
Non-Disc.$8.7M
Employees9
Clients1
DateMay 2019
Total AUM$295.6M
Discretionary$286.9M
Non-Disc.$8.7M
Employees9
Clients1
DateMay 2019
Total AUM$295.6M
Discretionary$286.9M
Non-Disc.$8.7M
Employees9
Clients1
DateMar 2019
Total AUM$295.6M
Discretionary$286.9M
Non-Disc.$8.7M
Employees9
Clients1
DateMar 2019
Total AUM$295.6M
Discretionary$286.9M
Non-Disc.$8.7M
Employees9
Clients1
DateMar 2018
Total AUM$295M
Discretionary$290.6M
Non-Disc.$4.5M
Employees9
Clients0
DateJun 2017
Total AUM$266.1M
Discretionary$254.1M
Non-Disc.$12M
Employees9
Clients100
DateMar 2017
Total AUM$266.1M
Discretionary$254.1M
Non-Disc.$12M
Employees9
Clients100
DateMar 2016
Total AUM$252.6M
Discretionary$244.8M
Non-Disc.$7.8M
Employees9
Clients100
DateJun 2015
Total AUM$270.4M
Discretionary$262.7M
Non-Disc.$7.7M
Employees6
Clients100
DateMar 2015
Total AUM$270.4M
Discretionary$262.7M
Non-Disc.$7.7M
Employees6
Clients100
DateMar 2014
Total AUM$269.1M
Discretionary$261.9M
Non-Disc.$7.2M
Employees6
Clients110
DateMay 2013
Total AUM$243.7M
Discretionary$240.1M
Non-Disc.$3.6M
Employees6
Clients115
DateMar 2013
Total AUM$243.7M
Discretionary$240.1M
Non-Disc.$3.6M
Employees6
Clients115
DateJul 2012
Total AUM$229.7M
Discretionary$226.3M
Non-Disc.$3.4M
Employees1
Clients102
DateMar 2012
Total AUM$229.7M
Discretionary$226.3M
Non-Disc.$3.4M
Employees1
Clients102
DateJul 2011
Total AUM$229.4M
Discretionary$91.2M
Non-Disc.$138.2M
Employees5
Clients--
DateJun 2011
Total AUM$229.4M
Discretionary$91.2M
Non-Disc.$138.2M
Employees5
Clients--
DateMar 2011
Total AUM$229.4M
Discretionary$91.2M
Non-Disc.$138.2M
Employees5
Clients--
DateFeb 2009
Total AUM$165.9M
Discretionary$66.7M
Non-Disc.$99.1M
Employees10
Clients--
DateJan 2008
Total AUM$202M
Discretionary$94.8M
Non-Disc.$107.2M
Employees10
Clients--
DateFeb 2007
Total AUM$245.6M
Discretionary$158.9M
Non-Disc.$86.7M
Employees10
Clients--
DateFeb 2006
Total AUM$145.5M
Discretionary$66.8M
Non-Disc.$78.7M
Employees10
Clients--
DateDec 2003
Total AUM$132.2M
Discretionary$18.9M
Non-Disc.$113.3M
Employees5
Clients--
DateApr 2002
Total AUM$137.2M
Discretionary$20.4M
Non-Disc.$116.8M
Employees5
Clients--