CORNERSTONE WEALTH ADVISORS, INC.
CRD #309544 SEC #801-132490 CARLSBAD, CA 760-476-1376
SEC Registered
Total AUM
$143.5M
Discretionary
$143.5M
Employees
4
Clients
1
Accounts
153
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $143.5M | $143.5M | $0 | 4 | 36 |
| Jun 2025 | $110.2M | $110.2M | $0 | 4 | 36 |
| Apr 2025 | $110.2M | $110.2M | $0 | 4 | 36 |
| Mar 2025 | $110.2M | $110.2M | $0 | 4 | 36 |
DateNov 2025
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees4
Clients36
DateJun 2025
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees4
Clients36
DateApr 2025
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees4
Clients36
DateMar 2025
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees4
Clients36