CORNERSTONE WEALTH, LLC
Legal name: CORNERSTONE WEALTH MANAGEMENT GROUP
CRD #313269 SEC #801-123282 GREENEVILLE, TN 423-588-7151
SEC Registered
Total AUM
$244.5M
Discretionary
$226.9M
Employees
6
Clients
51
Accounts
1,421
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $244.5M | $226.9M | $17.6M | 6 | 0 |
| Apr 2025 | $244.5M | $226.9M | $17.6M | 6 | 0 |
| Mar 2024 | $190.6M | $172.9M | $17.7M | 6 | 0 |
| Feb 2023 | $155M | $140M | $15M | 3 | 25 |
| Feb 2023 | $112M | $102M | $10M | 3 | 8 |
| Feb 2023 | $112M | $102M | $10M | 3 | 8 |
| Jan 2023 | $112M | $102M | $10M | 3 | 8 |
| May 2022 | $112M | $102M | $10M | 3 | 8 |
| Feb 2022 | $112M | $102M | $10M | 3 | 8 |
| Feb 2022 | $112M | $102M | $10M | 3 | 8 |
| Feb 2022 | $112M | $102M | $10M | 3 | 8 |
| Feb 2022 | $112M | $102M | $10M | 3 | 8 |
| Jan 2022 | $112M | $102M | $10M | 2 | 8 |
DateNov 2025
Total AUM$244.5M
Discretionary$226.9M
Non-Disc.$17.6M
Employees6
Clients0
DateApr 2025
Total AUM$244.5M
Discretionary$226.9M
Non-Disc.$17.6M
Employees6
Clients0
DateMar 2024
Total AUM$190.6M
Discretionary$172.9M
Non-Disc.$17.7M
Employees6
Clients0
DateFeb 2023
Total AUM$155M
Discretionary$140M
Non-Disc.$15M
Employees3
Clients25
DateFeb 2023
Total AUM$112M
Discretionary$102M
Non-Disc.$10M
Employees3
Clients8
DateFeb 2023
Total AUM$112M
Discretionary$102M
Non-Disc.$10M
Employees3
Clients8
DateJan 2023
Total AUM$112M
Discretionary$102M
Non-Disc.$10M
Employees3
Clients8
DateMay 2022
Total AUM$112M
Discretionary$102M
Non-Disc.$10M
Employees3
Clients8
DateFeb 2022
Total AUM$112M
Discretionary$102M
Non-Disc.$10M
Employees3
Clients8
DateFeb 2022
Total AUM$112M
Discretionary$102M
Non-Disc.$10M
Employees3
Clients8
DateFeb 2022
Total AUM$112M
Discretionary$102M
Non-Disc.$10M
Employees3
Clients8
DateFeb 2022
Total AUM$112M
Discretionary$102M
Non-Disc.$10M
Employees3
Clients8
DateJan 2022
Total AUM$112M
Discretionary$102M
Non-Disc.$10M
Employees2
Clients8