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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 30, 2020
- 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 |
|---|---|---|---|---|
| BRAMWELL, ROSS | I | DIRECTOR OF INVESTMENTS | NA | Control |
| BRAMWELL, ROSS, ANDREW | I | DIRECTOR OF INVESTMENTS | NA | Control |
| BRAMWELL, SCOTT, ROBERT | I | MANAGING DIRECTOR | NA | |
| BRAMWELL, SCOTT, ROBERT | I | MANAGING DIRECTOR | NA | |
| BRAMWELL, SCOTT, ROBERT | I | MANAGING DIRECTOR | NA | |
| BRAMWELL, SCOTT, ROBERT | I | MANAGING DIRECTOR | NA | |
| BRAMWELL, SCOTT, ROBERT | I | MANAGING DIRECTOR | NA | |
| Klostermonton, Nathan, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Klostermonton, Nathan, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Klostermonton, Nathan, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALDNER, FABIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALDNER, FABIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALDNER, FABIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALDNER, FABIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALDNER, FABIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALDNER, FABIAN | I | EXECUTIVE DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| WALDNER, FABIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALDNER, FABIAN, MICHAEL | I | EXECUTIVE DIRECTOR & CHIEF COMPLIANCE OFFICER | NA | Control |
| WALDNER, FABIAN, MICHAEL | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER (MEMBER) | NA | Control |
| WALDNER, FABIAN, MICHAEL | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER (MEMBER) | NA | Control |
| WALDNER, FABIAN, MICHAEL | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER (MEMBER) | NA | Control |
| WALDNER, FABIAN, MICHAEL | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER (MEMBER) | NA | Control |
| WALDNER, FABIAN, MICHAEL | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER (MEMBER) | NA | Control |
| WALDNER, FABIAN, MICHAEL | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER (MEMBER) | NA | Control |
| WALDNER, FABIAN, MICHAEL | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER (MEMBER) | NA | Control |
| WALDNER, FABIAN, MICHAEL | I | EXECUTIVE DIRECTOR & CHIEF COMPLIANCE OFFICER (MEMBER) | NA | Control |
| WALDNER, FABIAN, MICHAEL | I | EXECUTIVE DIRECTOR & CHIEF COMPLIANCE OFFICER (MEMBER) | NA | Control |
| WALDNER, FABIAN, MICHAEL | I | EXECUTIVE DIRECTOR & CHIEF COMPLIANCE OFFICER (MEMBER) | NA | Control |
| WALDNER, FABIAN, MICHAEL | I | EXECUTIVE DIRECTOR & CHIEF COMPLIANCE OFFICER (MEMBER) | NA | Control |
| WALDNER, FABIAN, MICHAEL | I | EXECUTIVE DIRECTOR & CHIEF COMPLIANCE OFFICER (MEMBER) | NA | Control |
| WALDNER, FABIAN, MICHAEL | I | EXECUTIVE DIRECTOR & CHIEF COMPLIANCE OFFICER (MEMBER) | NA | Control |
| MEACHAM, CHRIS, LAMONT | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| MEACHAM, CHRIS, LAMONT | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| MEACHAM, CHRIS, LAMONT | I | PRESIDENT & CEO | E | Control |
| MEACHAM, CHRIS, LAMONT | I | PRESIDENT, CEO | E | Control |
| MEACHAM, CHRIS, LAMONT | I | PRESIDENT & CEO | E | Control |
| MEACHAM, CHRIS, LAMONT | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| MEACHAM, CHRIS, LAMONT | I | PRESIDENT & CEO | E | Control |
| MEACHAM, CHRIS, LAMONT | I | OWNER, PRESIDENT & CEO | E | Control |
| MEACHAM, CHRIS, LAMONT | I | OWNER, PRESIDENT & CEO | E | Control |
| MEACHAM, CHRIS, LAMONT | I | PRESIDENT & CEO (MANAGING MEMBER) | E | Control |
| MEACHAM, CHRIS, LAMONT | I | PRESIDENT & CEO (MANAGING MEMBER) | E | Control |
| MEACHAM, CHRIS, LAMONT | I | PRESIDENT & CEO | E | Control |
| MEACHAM, CHRIS, LAMONT | I | PRESIDENT & CEO (MANAGING MEMBER) | E | Control |
| MEACHAM, CHRIS, LAMONT | I | PRESIDENT & CEO (MANAGING MEMBER) | E | Control |
| MEACHAM, CHRIS, LAMONT | I | PRESIDENT & CEO | E | Control |
| MEACHAM, CHRIS, LAMONT | I | PRESIDENT & CEO | E | Control |
| MEACHAM, CHRIS, LAMONT | I | PRESIDENT & CEO (MANAGING MEMBER) | E | Control |
| MEACHAM, CHRIS, LAMONT | I | CEO (MANAGING MEMBER) | E | Control |
| MEACHAM, CHRIS, LAMONT | I | CEO (MANAGING MEMBER) | E | Control |
| MEACHAM, CHRIS, LAMONT | I | CEO (MANAGING MEMBER) | E | Control |
| MEACHAM, CHRIS, LAMONT | I | CEO (MANAGING MEMBER) | E | Control |
| MEACHAM, CHRIS, LAMONT | I | CEO (MANAGING MEMBER) | E | Control |
| MEACHAM, CHRIS, LAMONT | I | CEO (MANAGING MEMBER) | E | Control |
| MEACHAM, CHRIS, LAMONT | I | CEO (MANAGING MEMBER) | E | Control |
| MEACHAM, CHRIS, LAMONT | I | CEO (MANAGING MEMBER) | E | Control |
| MEACHAM, CHRIS, LAMONT | I | CEO (MANAGING MEMBER) | E | Control |
| MEACHAM, CHRIS, LAMONT | I | CEO (MANAGING MEMBER) | E | Control |
| MEACHAM, CHRIS, LAMONT | I | CEO (MANAGING MEMBER) | E | Control |
| MEACHAM, CHRIS, LAMONT | I | CEO (MANAGING MEMBER) | E | Control |
| BRAMWELL, SCOTT, ROBERT | I | MANAGING DIRECTOR (MEMBER) | B | Control |
| BRAMWELL, SCOTT, ROBERT | I | MANAGING DIRECTOR (MEMBER) | B | Control |
| BRAMWELL, SCOTT, ROBERT | I | MANAGING DIRECTOR (MEMBER) | B | Control |
| BRAMWELL, SCOTT, ROBERT | I | MANAGING DIRECTOR (MEMBER) | B | Control |
| BRAMWELL, SCOTT, ROBERT | I | MANAGING DIRECTOR | B | Control |
| BRAMWELL, SCOTT, ROBERT | I | MANAGING DIRECTOR (MEMBER) | B | Control |
| BRAMWELL, SCOTT, ROBERT | I | PRESIDENT (MEMBER) | B | Control |
| BRAMWELL, SCOTT, ROBERT | I | PRESIDENT (MEMBER) | B | Control |
| BRAMWELL, SCOTT, ROBERT | I | PRESIDENT (MEMBER) | B | Control |
| BRAMWELL, SCOTT, ROBERT | I | PRESIDENT (MEMBER) | B | Control |
| BRAMWELL, SCOTT, ROBERT | I | PRESIDENT (MEMBER) | B | Control |
| BRAMWELL, SCOTT, ROBERT | I | PRESIDENT (MEMBER) | B | Control |
| BRAMWELL, SCOTT, ROBERT | I | PRESIDENT (MEMBER) | B | Control |
| BRAMWELL, SCOTT, ROBERT | I | PRESIDENT (MEMBER) | B | Control |
| BRAMWELL, SCOTT, ROBERT | I | PRESIDENT (MEMBER) | B | Control |
| BRAMWELL, SCOTT, ROBERT | I | MANAGING DIRECTOR | A | |
| BRAMWELL, SCOTT, ROBERT | I | MANAGING DIRECTOR | A | |
| BRAMWELL, SCOTT, ROBERT | I | MANAGING DIRECTOR | A | |
| BRAMWELL, SCOTT, ROBERT | I | MANAGING DIRECTOR | A | |
| KRAFT, PHILIP, OLIVER | I | OWNER | A | |
| KRAFT, PHILIP, OLIVER | I | OWNER | A | |
| RUDEN, BRIAN, ALAN | I | OWNER, DIRECTOR OF CLIENT SERVICES | A | Control |
| RUDEN, BRIAN, ALAN | I | OWNER, DIRECTOR OF CLIENT SERVICES | A | Control |
| WALDVOGEL, GARY, WALTER | I | MANAGING DIRECTOR | A |
Registrations
Federal
IA
Jun 30, 2020 REGISTERED
Notice Filings (4)
AZ CA TX UT
Address
16935 WEST BERNARDO DRIVESUITE 260
SAN DIEGO, CA 92127
United States
Phone: 858-676-1000