CORNERSTONE WEALTH STRATEGIES, INC.
CRD #297491 SEC #801-113703 KENNEWICK, WA 509-396-0588
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
14
Clients
101
Accounts
1,090
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $1B | $1B | $0 | 14 | 21 |
| Aug 2023 | $770.3M | $770.3M | $0 | 13 | 22 |
| Jan 2023 | $770.3M | $770.3M | $0 | 13 | 22 |
| Oct 2022 | $985.2M | $985.2M | $0 | 11 | 22 |
| Aug 2022 | $985.2M | $985.2M | $0 | 11 | 22 |
| Jan 2022 | $985.2M | $985.2M | $0 | 11 | 22 |
| Jan 2021 | $772.4M | $772.4M | $0 | 10 | 19 |
| Jun 2020 | $556.3M | $556.3M | $0 | 8 | 19 |
| Jan 2020 | $556.3M | $556.3M | $0 | 8 | 19 |
| Jun 2019 | $413.6M | $413.6M | $0 | 8 | 18 |
| Jan 2019 | $413.6M | $413.6M | $0 | 8 | 18 |
| Aug 2018 | $435M | $435M | $0 | 7 | 20 |
| Jun 2018 | $435M | $435M | $0 | 7 | 20 |
DateJan 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees14
Clients21
DateAug 2023
Total AUM$770.3M
Discretionary$770.3M
Non-Disc.$0
Employees13
Clients22
DateJan 2023
Total AUM$770.3M
Discretionary$770.3M
Non-Disc.$0
Employees13
Clients22
DateOct 2022
Total AUM$985.2M
Discretionary$985.2M
Non-Disc.$0
Employees11
Clients22
DateAug 2022
Total AUM$985.2M
Discretionary$985.2M
Non-Disc.$0
Employees11
Clients22
DateJan 2022
Total AUM$985.2M
Discretionary$985.2M
Non-Disc.$0
Employees11
Clients22
DateJan 2021
Total AUM$772.4M
Discretionary$772.4M
Non-Disc.$0
Employees10
Clients19
DateJun 2020
Total AUM$556.3M
Discretionary$556.3M
Non-Disc.$0
Employees8
Clients19
DateJan 2020
Total AUM$556.3M
Discretionary$556.3M
Non-Disc.$0
Employees8
Clients19
DateJun 2019
Total AUM$413.6M
Discretionary$413.6M
Non-Disc.$0
Employees8
Clients18
DateJan 2019
Total AUM$413.6M
Discretionary$413.6M
Non-Disc.$0
Employees8
Clients18
DateAug 2018
Total AUM$435M
Discretionary$435M
Non-Disc.$0
Employees7
Clients20
DateJun 2018
Total AUM$435M
Discretionary$435M
Non-Disc.$0
Employees7
Clients20