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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 4, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARRETT, DENISE, AILEEN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BARRETT, DENISE, AILEEN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BARRETT, DENISE, AILEEN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| BARRETT, DENISE, AILEEN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| SELLMAN, MICHAEL, W | I | CHIEF COMPLIANCE OFFICER | B | Control |
| SELLMAN, MICHAEL, W | I | CHIEF COMPLIANCE OFFICER | B | Control |
| SELLMAN, MICHAEL, W | I | CHIEF COMPLIANCE OFFICER | B | Control |
| SELLMAN, MICHAEL, W | I | CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Nov 4, 2025 REGISTERED
Notice Filings (3)
CA SC TX
Address
1808 ASTON AVENUESUITE 150
CARLSBAD, CA 92008
United States
Phone: 760-476-1376