Cornerstone Wealth

Overview

Cornerstone Wealth is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2017. The firm describes itself as a capital allocator serving individuals, families and institutional clients. Its fee arrangements include percentage-of-AUM billing, fixed fees and other fee structures. Core advisory services listed on the ADV include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of third‑party advisers. The firm does not identify as an active ESG investor and reports business activity as an “other financial product salesperson.” Cornerstone Wealth maintains a broad set of industry affiliations and operational capabilities that go beyond pure advisory work. The firm is connected with broker‑dealer and other investment adviser relationships and lists ties to commodity pool/CTA and futures commission merchant activities, along with relationships to accounting, law and insurance firms. It also notes roles as a sponsor or managing member of pooled investment vehicles and sponsors of limited partnerships, signaling capacity to originate or manage private pooled investments in addition to selecting external managers.

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Location & Offices