CORNERSTONE WEALTH GROUP, LLC
Legal name: CORNERSTONE WEALTH
CRD #289971 SEC #801-112164 HUNTERSVILLE, NC 704-987-3410
SEC Registered
Total AUM
$2.1B
Discretionary
$2.1B
Employees
50
Clients
10
Accounts
6,834
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $2.1B | $2.1B | $0 | 50 | 50 |
| Apr 2025 | $2.1B | $2.1B | $0 | 50 | 50 |
| Mar 2025 | $2.1B | $2.1B | $0 | 50 | 50 |
| Mar 2024 | $1.3B | $1.3B | $0 | 50 | 50 |
| Mar 2024 | $1.1B | $1.1B | $0 | 45 | 50 |
| Feb 2024 | $1.1B | $1.1B | $0 | 45 | 50 |
| Jan 2024 | $1.1B | $1.1B | $0 | 45 | 50 |
| Nov 2023 | $1.1B | $1.1B | $0 | 35 | 50 |
| Oct 2023 | $1.1B | $1.1B | $0 | 35 | 50 |
| Sep 2023 | $1.1B | $1.1B | $0 | 35 | 50 |
| Sep 2023 | $1.1B | $1.1B | $0 | 35 | 50 |
| May 2023 | $1.1B | $1.1B | $0 | 35 | 50 |
| May 2023 | $1.1B | $1.1B | $0 | 35 | 50 |
| Mar 2023 | $1.1B | $1.1B | $0 | 35 | 50 |
| Dec 2022 | $1.3B | $1.3B | $0 | 38 | 50 |
| Sep 2022 | $1.3B | $1.3B | $0 | 38 | 50 |
| Jul 2022 | $1.3B | $1.3B | $0 | 38 | 50 |
| Jun 2022 | $1.3B | $1.3B | $0 | 38 | 50 |
| Mar 2022 | $1.3B | $1.3B | $0 | 38 | 50 |
| Jan 2022 | $1.1B | $1.1B | $0 | 32 | 50 |
| Jan 2022 | $1.1B | $1.1B | $0 | 32 | 50 |
| Nov 2021 | $1.1B | $1.1B | $0 | 32 | 50 |
| Oct 2021 | $1.1B | $1.1B | $0 | 32 | 50 |
| Mar 2021 | $1.1B | $1.1B | $0 | 32 | 50 |
| Jan 2021 | $997.1M | $997.1M | $0 | 35 | 55 |
| Jan 2021 | $997.1M | $997.1M | $0 | 35 | 55 |
| Oct 2020 | $997.1M | $997.1M | $0 | 35 | 55 |
| Oct 2020 | $997.1M | $997.1M | $0 | 35 | 55 |
| Jul 2020 | $997.1M | $997.1M | $0 | 35 | 55 |
| Jun 2020 | $997.1M | $997.1M | $0 | 35 | 55 |
| Jun 2020 | $997.1M | $997.1M | $0 | 35 | 55 |
| May 2020 | $997.1M | $997.1M | $0 | 35 | 55 |
| Apr 2020 | $997.1M | $997.1M | $0 | 35 | 55 |
| Mar 2020 | $997.1M | $997.1M | $0 | 35 | 55 |
| Mar 2020 | $997.1M | $997.1M | $0 | 35 | 55 |
| Jan 2020 | $825.2M | $825.2M | $0 | 40 | 53 |
| Dec 2019 | $825.2M | $825.2M | $0 | 40 | 53 |
| Dec 2019 | $825.2M | $825.2M | $0 | 40 | 53 |
| Oct 2019 | $825.2M | $825.2M | $0 | 40 | 53 |
| Aug 2019 | $825.2M | $825.2M | $0 | 40 | 53 |
| Mar 2019 | $825.2M | $825.2M | $0 | 40 | 53 |
| Dec 2018 | $913.7M | $843.9M | $69.8M | 40 | 0 |
| Oct 2018 | $913.7M | $843.9M | $69.8M | 40 | 0 |
| Aug 2018 | $913.7M | $843.9M | $69.8M | 40 | 0 |
| Mar 2018 | $913.7M | $843.9M | $69.8M | 40 | 0 |
| Jan 2018 | $913.7M | $843.9M | $69.8M | 40 | 0 |
| Jan 2018 | $0 | $0 | $0 | 44 | 0 |
| Dec 2017 | $0 | $0 | $0 | 44 | 0 |
| Nov 2017 | $0 | $0 | $0 | 44 | 0 |
DateJul 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees50
Clients50
DateApr 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees50
Clients50
DateMar 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees50
Clients50
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees50
Clients50
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees45
Clients50
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees45
Clients50
DateJan 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees45
Clients50
DateNov 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees35
Clients50
DateOct 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees35
Clients50
DateSep 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees35
Clients50
DateSep 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees35
Clients50
DateMay 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees35
Clients50
DateMay 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees35
Clients50
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees35
Clients50
DateDec 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees38
Clients50
DateSep 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees38
Clients50
DateJul 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees38
Clients50
DateJun 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees38
Clients50
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees38
Clients50
DateJan 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees32
Clients50
DateJan 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees32
Clients50
DateNov 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees32
Clients50
DateOct 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees32
Clients50
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees32
Clients50
DateJan 2021
Total AUM$997.1M
Discretionary$997.1M
Non-Disc.$0
Employees35
Clients55
DateJan 2021
Total AUM$997.1M
Discretionary$997.1M
Non-Disc.$0
Employees35
Clients55
DateOct 2020
Total AUM$997.1M
Discretionary$997.1M
Non-Disc.$0
Employees35
Clients55
DateOct 2020
Total AUM$997.1M
Discretionary$997.1M
Non-Disc.$0
Employees35
Clients55
DateJul 2020
Total AUM$997.1M
Discretionary$997.1M
Non-Disc.$0
Employees35
Clients55
DateJun 2020
Total AUM$997.1M
Discretionary$997.1M
Non-Disc.$0
Employees35
Clients55
DateJun 2020
Total AUM$997.1M
Discretionary$997.1M
Non-Disc.$0
Employees35
Clients55
DateMay 2020
Total AUM$997.1M
Discretionary$997.1M
Non-Disc.$0
Employees35
Clients55
DateApr 2020
Total AUM$997.1M
Discretionary$997.1M
Non-Disc.$0
Employees35
Clients55
DateMar 2020
Total AUM$997.1M
Discretionary$997.1M
Non-Disc.$0
Employees35
Clients55
DateMar 2020
Total AUM$997.1M
Discretionary$997.1M
Non-Disc.$0
Employees35
Clients55
DateJan 2020
Total AUM$825.2M
Discretionary$825.2M
Non-Disc.$0
Employees40
Clients53
DateDec 2019
Total AUM$825.2M
Discretionary$825.2M
Non-Disc.$0
Employees40
Clients53
DateDec 2019
Total AUM$825.2M
Discretionary$825.2M
Non-Disc.$0
Employees40
Clients53
DateOct 2019
Total AUM$825.2M
Discretionary$825.2M
Non-Disc.$0
Employees40
Clients53
DateAug 2019
Total AUM$825.2M
Discretionary$825.2M
Non-Disc.$0
Employees40
Clients53
DateMar 2019
Total AUM$825.2M
Discretionary$825.2M
Non-Disc.$0
Employees40
Clients53
DateDec 2018
Total AUM$913.7M
Discretionary$843.9M
Non-Disc.$69.8M
Employees40
Clients0
DateOct 2018
Total AUM$913.7M
Discretionary$843.9M
Non-Disc.$69.8M
Employees40
Clients0
DateAug 2018
Total AUM$913.7M
Discretionary$843.9M
Non-Disc.$69.8M
Employees40
Clients0
DateMar 2018
Total AUM$913.7M
Discretionary$843.9M
Non-Disc.$69.8M
Employees40
Clients0
DateJan 2018
Total AUM$913.7M
Discretionary$843.9M
Non-Disc.$69.8M
Employees40
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees44
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees44
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees44
Clients0