CORNERSTONE PLANNING, LLC
Legal name: CORNERSTONE WEALTH PLANNING
CRD #166886 SEC #801-119224 CHARLOTTE, NC 704-849-0123
SEC Registered
Total AUM
$377.2M
Discretionary
$373.3M
Employees
13
Clients
251
Accounts
1,113
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $377.2M | $373.3M | $3.8M | 13 | 2 |
| Feb 2024 | $309.4M | $305.9M | $3.5M | 13 | 2 |
| Jul 2023 | $229M | $225.8M | $3.2M | 10 | 1 |
| Mar 2023 | $229M | $225.8M | $3.2M | 10 | 1 |
| Feb 2022 | $185.1M | $179.2M | $5.9M | 9 | 1 |
| Sep 2021 | $135.9M | $130.7M | $5.2M | 8 | 5 |
| Mar 2021 | $135.9M | $130.7M | $5.2M | 8 | 5 |
| Nov 2020 | $115.3M | $110.5M | $4.9M | 7 | 5 |
| Oct 2020 | $115.3M | $110.5M | $4.9M | 7 | 5 |
| Jul 2020 | $115.3M | $110.5M | $4.9M | 7 | 5 |
DateFeb 2025
Total AUM$377.2M
Discretionary$373.3M
Non-Disc.$3.8M
Employees13
Clients2
DateFeb 2024
Total AUM$309.4M
Discretionary$305.9M
Non-Disc.$3.5M
Employees13
Clients2
DateJul 2023
Total AUM$229M
Discretionary$225.8M
Non-Disc.$3.2M
Employees10
Clients1
DateMar 2023
Total AUM$229M
Discretionary$225.8M
Non-Disc.$3.2M
Employees10
Clients1
DateFeb 2022
Total AUM$185.1M
Discretionary$179.2M
Non-Disc.$5.9M
Employees9
Clients1
DateSep 2021
Total AUM$135.9M
Discretionary$130.7M
Non-Disc.$5.2M
Employees8
Clients5
DateMar 2021
Total AUM$135.9M
Discretionary$130.7M
Non-Disc.$5.2M
Employees8
Clients5
DateNov 2020
Total AUM$115.3M
Discretionary$110.5M
Non-Disc.$4.9M
Employees7
Clients5
DateOct 2020
Total AUM$115.3M
Discretionary$110.5M
Non-Disc.$4.9M
Employees7
Clients5
DateJul 2020
Total AUM$115.3M
Discretionary$110.5M
Non-Disc.$4.9M
Employees7
Clients5