RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Tennessee
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 6, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CLICK, BRIAN, JACKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
CLICK, BRIAN, JACKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
CLICK, BRIAN, JACKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
CLICK, BRIAN, JACKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
CLICK, BRIAN, JACKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
CLICK, BRIAN, JACKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
CLICK, BRIAN, JACKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
CLICK, BRIAN, JACKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
CLICK, BRIAN, JACKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
CLICK, BRIAN, JACKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
CLICK, BRIAN, JACKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
CLICK, BRIAN, JACKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
CLICK, BRIAN, JACKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
CLICK, BRIAN, JACKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
Scott, George, RobertIPARTNERB
Scott, George, RobertIPARTNERB
Scott, George, RobertIPARTNERB
Scott, George, RobertIPARTNERB
Scott, George, RobertIPARTNERB
Scott, George, RobertIPARTNERB
Scott, George, RobertIPARTNERB

Registrations

Federal

IA
Nov 6, 2025 REGISTERED

Notice Filings (4)

FL NC SC TN

Address

517 N. MAIN STREET
SUITE A
GREENEVILLE, TN 37745
United States
Phone: 423-588-7151