CARLSBAD, CACRD 309544Latest ADV February 13, 2026
Cornerstone Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Carlsbad, CA. Its latest Form ADV filing, dated February 13, 2026, reports $146M in regulatory assets under management, 4 employees, 2 offices, and 425 accounts.
Assets Under Management
$146M
Employees
4
Offices
2 offices
Total Clients
157
Primary office
CARLSBAD, CA
1808 ASTON AVENUE, SUITE 150, CARLSBAD, CA, United States
Top client segmentIndividuals represent 66.9% of total clients.
Top client categories% of clientsClients
1
Individuals
66.9%
105
2
HNWI
31.8%
50
3
Pension Plans
0.6%
1
4
Charitable
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$146Mas of February 13, 2026
Discretionary96.2%
$140M
96% of total RAUM96.2%
Non-discretionary3.8%
$6M
4% of total RAUM3.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$146M
Total Accounts425
10Y AUM Change+$35M (+32.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee39:1
10Y Employee Change0 (0.0%)
* 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.