RIA Intelligence

CORNERSTONE FINANCIAL PARTNERS, LLC

Legal name: CORNERSTONE WEALTH

CRD #157935 SEC #801-72561 HUNTERSVILLE, NC 704-987-3410
SEC Registered
Total AUM
$805.2M
Discretionary
$794.2M
Employees
49
Clients
1
Accounts
4,141

Firm Details

Organization Type
Limited Liability Company
State of Formation
North Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 11, 2017
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
RUBRECHT, CRAIG, ALANICHIEF COMPLIANCE OFFICERNA Control
RUBRECHT, CRAIG, ALANICHIEF COMPLIANCE OFFICERNA Control
RUBRECHT, CRAIG, ALANICHIEF COMPLIANCE OFFICERNA Control
WOMACK, MECO, BOBBYICHIEF COMPLIANCE OFFICERNA Control
WOMACK, MECO, BOBBYICHIEF COMPLIANCE OFFICERNA Control
WOMACK, MECO, BOBBYICHIEF COMPLIANCE OFFICERNA Control
WOMACK, MECO, BOBBYICHIEF COMPLIANCE OFFICERNA Control
WOMACK, MECO, BOBBYICHIEF COMPLIANCE OFFICERNA Control
WOMACK, MECO, BOBBYICHIEF COMPLIANCE OFFICERNA Control
WOMACK, MECO, BOBBYICHIEF COMPLIANCE OFFICERNA Control
WOMACK, MECO, BOBBYICHIEF COMPLIANCE OFFICERNA Control
WOMACK, MECO, BOBBYICHIEF COMPLIANCE OFFICERNA Control
WOMACK, MECO, BOBBYICHIEF COMPLIANCE OFFICERNA Control
CFP HOLDINGS, INC.DESOLE MANAGING MEMBERE Control
CFP HOLDINGS, INC.DESOLE MANAGING MEMBERE Control
CFP HOLDINGS, INC.DESOLE MANAGING MEMBERE Control
CFP HOLDINGS, INC.DESOLE MANAGING MEMBERE Control
CFP HOLDINGS, INC.DESOLE MANAGING MEMBERE Control
CFP HOLDINGS, INC.DESOLE MANAGING MEMBERE Control
CFP HOLDINGS, INC.DESOLE MANAGING MEMBERE Control
CFP HOLDINGS, INC.DESOLE MANAGING MEMBERE Control
CFP HOLDINGS, INC.DESOLE MANAGING MEMBERE Control
CFP HOLDINGS, INC.DESOLE MANAGING MEMBERE Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
CARBONE, JEFFREY, ALANISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
NEEDLEMAN, BRIAN, TODDISENIOR PARTNERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNER AND CHIEF COMPLIANCE OFFICERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNERC Control
RUBRECHT, CRAIG, ALANISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control
SMITH, ANDREW, KELSEYISENIOR PARTNERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CARBONE, JEFFREY, ALANICFP HOLDINGS, INC.C Control
CARBONE, JEFFREY, ALANICFP HOLDINGS, INC.C Control
CARBONE, JEFFREY, ALANICFP HOLDINGS, INC.C Control
CARBONE, JEFFREY, ALANICFP HOLDINGS, INC.C Control
CARBONE, JEFFREY, ALANICFP HOLDINGS, INC.C Control
CARBONE, JEFFREY, ALANICFP HOLDINGS, INC.C Control
CARBONE, JEFFREY, ALANICFP HOLDINGS, INC.C Control
CARBONE, JEFFREY, ALANICFP HOLDINGS, INC.C Control
CARBONE, JEFFREY, ALANICFP HOLDINGS, INC.C Control
CARBONE, JEFFREY, ALANICFP HOLDINGS, INC.C Control
NEEDLEMAN, BRIAN, TODDICFP HOLDINGS, INC.C Control
NEEDLEMAN, BRIAN, TODDICFP HOLDINGS, INC.C Control
NEEDLEMAN, BRIAN, TODDICFP HOLDINGS, INC.C Control
NEEDLEMAN, BRIAN, TODDICFP HOLDINGS, INC.C Control
NEEDLEMAN, BRIAN, TODDICFP HOLDINGS, INC.C Control
NEEDLEMAN, BRIAN, TODDICFP HOLDINGS, INC.C Control
NEEDLEMAN, BRIAN, TODDICFP HOLDINGS, INC.C Control
NEEDLEMAN, BRIAN, TODDICFP HOLDINGS, INC.C Control
NEEDLEMAN, BRIAN, TODDICFP HOLDINGS, INC.C Control
NEEDLEMAN, BRIAN, TODDICFP HOLDINGS, INC.C Control
RUBRECHT, CRAIG, ALANICFP HOLDINGS, INC.C Control
RUBRECHT, CRAIG, ALANICFP HOLDINGS, INC.C Control
RUBRECHT, CRAIG, ALANICFP HOLDINGS, INC.C Control
RUBRECHT, CRAIG, ALANICFP HOLDINGS, INC.C Control
RUBRECHT, CRAIG, ALANICFP HOLDINGS, INC.C Control
RUBRECHT, CRAIG, ALANICFP HOLDINGS, INC.C Control
RUBRECHT, CRAIG, ALANICFP HOLDINGS, INC.C Control
RUBRECHT, CRAIG, ALANICFP HOLDINGS, INC.C Control
RUBRECHT, CRAIG, ALANICFP HOLDINGS, INC.C Control
RUBRECHT, CRAIG, ALANICFP HOLDINGS, INC.C Control
SMITH, ANDREW, KELSEYICFP HOLDINGS, INC.C Control
SMITH, ANDREW, KELSEYICFP HOLDINGS, INC.C Control
SMITH, ANDREW, KELSEYICFP HOLDINGS, INC.C Control
SMITH, ANDREW, KELSEYICFP HOLDINGS, INC.C Control
SMITH, ANDREW, KELSEYICFP HOLDINGS, INC.C Control
SMITH, ANDREW, KELSEYICFP HOLDINGS, INC.C Control
SMITH, ANDREW, KELSEYICFP HOLDINGS, INC.C Control
SMITH, ANDREW, KELSEYICFP HOLDINGS, INC.C Control
SMITH, ANDREW, KELSEYICFP HOLDINGS, INC.C Control
SMITH, ANDREW, KELSEYICFP HOLDINGS, INC.C Control

Registrations

Federal

IA
Aug 11, 2017 REGISTERED

Notice Filings (25)

AL AZ CA CO FL GA IL IN LA MD ME MN MO NC NJ NV NY OH PA SC TN TX VA WA WI

Address

16810 KENTON DRIVE
SUITE 200
HUNTERSVILLE, NC 28078
United States
Phone: 704-987-3410