CORNERSTONE WEALTH MANAGEMENT LLC
CRD #119560 SEC #801-67419 BOSTON, MA 617-536-2040
SEC Registered
Total AUM
$54.1M
Discretionary
$53.9M
Employees
1
Clients
--
Accounts
100
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 18, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NANBERG, LESLIE, JUDAH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NANBERG, LESLIE, JUDAH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NANBERG, LESLIE, JUDAH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NANBERG, LESLIE, JUDAH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NANBERG, LESLIE, JUDAH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NANBERG, LESLIE, JUDAH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NANBERG, LESLIE, JUDAH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NANBERG, LESLIE, JUDAH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 18, 2012 REGISTERED
Notice Filings (2)
MA NH
Address
262 BEACON ST., 6TH FLOORBOSTON, MA 02116
United States
Phone: 617-536-2040