CORNERSTONE WEALTH ADVISORS, INC.
CRD #124947 SEC #801-61799 EDINA, MN (952) 920-3900
SEC Registered
Total AUM
$527.8M
Discretionary
$512.3M
Employees
8
Clients
0
Accounts
1,541
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $527.8M | $512.3M | $15.4M | 8 | 0 |
| Aug 2024 | $445.4M | $432.9M | $12.5M | 9 | 0 |
| Mar 2024 | $445.4M | $432.9M | $12.5M | 9 | 0 |
| Feb 2023 | $384.4M | $355.6M | $28.8M | 4 | 1 |
| Mar 2022 | $454.7M | $419.4M | $35.4M | 4 | 4 |
| Mar 2021 | $373.1M | $337.2M | $35.9M | 6 | 8 |
| Jun 2020 | $289.7M | $251.1M | $38.6M | 3 | 8 |
| Apr 2020 | $289.7M | $251.1M | $38.6M | 3 | 8 |
| Mar 2019 | $241M | $205.2M | $35.8M | 4 | 2 |
| Mar 2018 | $250.6M | $223.9M | $26.7M | 5 | 3 |
| Mar 2017 | $213.7M | $187.6M | $26.1M | 5 | 212 |
| Feb 2016 | $194M | $171.1M | $22.9M | 4 | 220 |
| Feb 2015 | $184.7M | $161.5M | $23.2M | 5 | 220 |
| Feb 2014 | $177.8M | $159.4M | $18.4M | 5 | 220 |
| Mar 2013 | $162.7M | $145.8M | $16.9M | 5 | 200 |
| Feb 2012 | $140.3M | $128.8M | $11.5M | 1 | 205 |
| Mar 2011 | $155.8M | $130M | $25.8M | 5 | -- |
| Mar 2009 | $96.1M | $90.3M | $5.8M | 5 | -- |
| Mar 2008 | $135.9M | $131.2M | $4.8M | 5 | -- |
| Jan 2006 | $108.4M | $104.7M | $3.7M | 5 | -- |
DateMar 2025
Total AUM$527.8M
Discretionary$512.3M
Non-Disc.$15.4M
Employees8
Clients0
DateAug 2024
Total AUM$445.4M
Discretionary$432.9M
Non-Disc.$12.5M
Employees9
Clients0
DateMar 2024
Total AUM$445.4M
Discretionary$432.9M
Non-Disc.$12.5M
Employees9
Clients0
DateFeb 2023
Total AUM$384.4M
Discretionary$355.6M
Non-Disc.$28.8M
Employees4
Clients1
DateMar 2022
Total AUM$454.7M
Discretionary$419.4M
Non-Disc.$35.4M
Employees4
Clients4
DateMar 2021
Total AUM$373.1M
Discretionary$337.2M
Non-Disc.$35.9M
Employees6
Clients8
DateJun 2020
Total AUM$289.7M
Discretionary$251.1M
Non-Disc.$38.6M
Employees3
Clients8
DateApr 2020
Total AUM$289.7M
Discretionary$251.1M
Non-Disc.$38.6M
Employees3
Clients8
DateMar 2019
Total AUM$241M
Discretionary$205.2M
Non-Disc.$35.8M
Employees4
Clients2
DateMar 2018
Total AUM$250.6M
Discretionary$223.9M
Non-Disc.$26.7M
Employees5
Clients3
DateMar 2017
Total AUM$213.7M
Discretionary$187.6M
Non-Disc.$26.1M
Employees5
Clients212
DateFeb 2016
Total AUM$194M
Discretionary$171.1M
Non-Disc.$22.9M
Employees4
Clients220
DateFeb 2015
Total AUM$184.7M
Discretionary$161.5M
Non-Disc.$23.2M
Employees5
Clients220
DateFeb 2014
Total AUM$177.8M
Discretionary$159.4M
Non-Disc.$18.4M
Employees5
Clients220
DateMar 2013
Total AUM$162.7M
Discretionary$145.8M
Non-Disc.$16.9M
Employees5
Clients200
DateFeb 2012
Total AUM$140.3M
Discretionary$128.8M
Non-Disc.$11.5M
Employees1
Clients205
DateMar 2011
Total AUM$155.8M
Discretionary$130M
Non-Disc.$25.8M
Employees5
Clients--
DateMar 2009
Total AUM$96.1M
Discretionary$90.3M
Non-Disc.$5.8M
Employees5
Clients--
DateMar 2008
Total AUM$135.9M
Discretionary$131.2M
Non-Disc.$4.8M
Employees5
Clients--
DateJan 2006
Total AUM$108.4M
Discretionary$104.7M
Non-Disc.$3.7M
Employees5
Clients--