CORNERSTONE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- DES PERES, Missouri
- CRD number
- 164666
- Registered since
- August 15, 2012
- Website
- www.mycwmusa.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.3%
- Individuals30.2%
- Corporations / Businesses1.46%
- Pension & Profit Sharing Plans0.62%
- Charitable Organizations0.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cornerstone Wealth Management, LLC is an independent registered investment adviser formed as an LLC and SEC-registered since 2012. The firm serves both individuals and families as well as institutional clients and operates as a capital allocator, combining fee-based portfolio management with financial planning and advisor-selection services. It also acts as an insurance broker and offers pension-consulting and portfolio management for small businesses and institutions. Fees are charged through a mix of AUM-based percentages, hourly billing and fixed fees. Cornerstone does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds75%
- Exchange Traded Equities15%
- Cash & Cash Equivalents5%
- Non-Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
2 of 2THOMAS GOODEN
Chief Compliance OfficerCRD 1964527
LESLIE GARRISON
Chief Operating OfficerCRD 7021882
Contacts
3 of 93Benjamin Cauthorn
Financial AdvisorCRD 4659130
John Gore
Wealth Management AdvisorCRD 5240796
NATHAN MORSE
Investment Adviser RepresentativeCRD 5537893
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 466Active vs passive
$1.7B in ETFs
75%
$1.3B
17%
$422M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN BETABUILDERS US EQUITY ETF (BBUS) | JP Morgan | Passive | Large Blend | $78.9M | 673,279 | 4.71% |
Location
DES PERES, MO
SAINT LOUIS
Location
DES PERES, MO
Headquartered in DES PERES, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 13358 Manchester Rd
- Time zone
- CT (UTC-6)
- Office locations
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