WH CORNERSTONE INVESTMENTS INC.
CRD #119725 SEC #801-117397 DUXBURY, MA (888) 797-9009
SEC Registered
Total AUM
$180.9M
Discretionary
$180.7M
Employees
5
Clients
101
Accounts
396
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $180.9M | $180.7M | $275.1K | 5 | 3 |
| Feb 2025 | $180.9M | $180.7M | $275.1K | 3 | 3 |
| Nov 2024 | $160M | $159.8M | $193.3K | 3 | 3 |
| Jun 2024 | $160M | $159.8M | $193.3K | 3 | 3 |
| Mar 2024 | $160M | $159.8M | $193.3K | 3 | 3 |
| Dec 2023 | $128M | $127.9M | $127K | 4 | 6 |
| Mar 2023 | $128M | $127.9M | $127K | 4 | 6 |
| Aug 2022 | $149.5M | $145.1M | $4.4M | 4 | 2 |
| Mar 2022 | $149.5M | $145.1M | $4.4M | 3 | 2 |
| Mar 2021 | $124.6M | $117.2M | $7.4M | 3 | 5 |
| Jun 2020 | $108.4M | $102.1M | $6.3M | 3 | 3 |
| Mar 2020 | $108.4M | $102.1M | $6.3M | 3 | 3 |
| Nov 2019 | $107.1M | $101.3M | $5.9M | 4 | 6 |
| Aug 2019 | $107.1M | $101.3M | $5.9M | 4 | 6 |
DateOct 2025
Total AUM$180.9M
Discretionary$180.7M
Non-Disc.$275.1K
Employees5
Clients3
DateFeb 2025
Total AUM$180.9M
Discretionary$180.7M
Non-Disc.$275.1K
Employees3
Clients3
DateNov 2024
Total AUM$160M
Discretionary$159.8M
Non-Disc.$193.3K
Employees3
Clients3
DateJun 2024
Total AUM$160M
Discretionary$159.8M
Non-Disc.$193.3K
Employees3
Clients3
DateMar 2024
Total AUM$160M
Discretionary$159.8M
Non-Disc.$193.3K
Employees3
Clients3
DateDec 2023
Total AUM$128M
Discretionary$127.9M
Non-Disc.$127K
Employees4
Clients6
DateMar 2023
Total AUM$128M
Discretionary$127.9M
Non-Disc.$127K
Employees4
Clients6
DateAug 2022
Total AUM$149.5M
Discretionary$145.1M
Non-Disc.$4.4M
Employees4
Clients2
DateMar 2022
Total AUM$149.5M
Discretionary$145.1M
Non-Disc.$4.4M
Employees3
Clients2
DateMar 2021
Total AUM$124.6M
Discretionary$117.2M
Non-Disc.$7.4M
Employees3
Clients5
DateJun 2020
Total AUM$108.4M
Discretionary$102.1M
Non-Disc.$6.3M
Employees3
Clients3
DateMar 2020
Total AUM$108.4M
Discretionary$102.1M
Non-Disc.$6.3M
Employees3
Clients3
DateNov 2019
Total AUM$107.1M
Discretionary$101.3M
Non-Disc.$5.9M
Employees4
Clients6
DateAug 2019
Total AUM$107.1M
Discretionary$101.3M
Non-Disc.$5.9M
Employees4
Clients6