Cornerstone Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Des Peres, MO. Its latest Form ADV filing, dated March 30, 2026, reports $4.9B in regulatory assets under management, 103 employees, 45 offices, and 20,602 accounts.
Assets Under Management
$4.9B
Employees
103
Offices
45 offices
Total Clients
12,691
Primary office
DES PERES, MO
13358 MANCHESTER ROAD, SUITE 200, DES PERES, MO, United States
Top client segmentIndividuals represent 70.5% of total clients.
Top client categories% of clientsClients
1
Individuals
70.5%
8,943
2
HNWI
27.7%
3,511
3
Pension Plans
1.0%
125
4
Corporations
0.6%
73
5
Charitable
0.3%
39
Categories with <5 clients
INVESTMENT CLUB<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.9Bas of March 30, 2026
Discretionary100.0%
$4.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.9B
Total Accounts20,602
10Y AUM Change+$3.5B (+253.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees103
Clients per Employee123:1
10Y Employee Change-32 (-23.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.