Cornerstone Wealth Management
Firm details
- Headquarters
- Westlake, Ohio
- CRD number
- 106950
- Registered since
- February 1, 1996
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.07%
- Corporations / Businesses28.22%
- Individuals12.94%
- Charitable Organizations2.98%
- Pension & Profit Sharing Plans0.79%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cornerstone Wealth Management is an independent registered investment adviser that has been SEC-registered since 1996. The firm serves both individual/family and institutional clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its billing methods include asset-based fees alongside hourly and fixed-fee engagements. Cornerstone reports it does not pursue ESG mandates and is not structured as a capital allocator; instead it sources external managers for nontraditional strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities16%
- US Government Bonds16%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$554M in ETFs
88%
$489M
2%
$64.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF (SPTS) | State Street | Passive | Short Government | $57.4M | 2,000,689 | 10.35% |
Location
Westlake, OH
Cuyahoga
Location
Westlake, OH
Headquartered in Westlake, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 27366 Center Ridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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