Cornerstone Wealth Advisors, Inc.
Firm details
- Headquarters
- Edina, Minnesota
- CRD number
- 124947
- Registered since
- February 20, 2003
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI82.32%
- Individuals16.49%
- Charitable Organizations1.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Cornerstone Wealth Advisors, Inc. is an independent, corporation-structured registered investment adviser that has been SEC-registered since 2003. The firm serves both individual and family clients alongside institutional relationships, offering financial planning, portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and pension consulting. Its business model charges clients through a mix of percentage-of-AUM and fixed fees. The firm is owner-operated (individual owner) and does not market itself as an active ESG investor or a multi-state adviser.
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 Funds93%
- Exchange Traded Equities3%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 5
Sara Kantor
Financial PlannerCRD 6895196
Coresa Cass
Financial PlannerCRD 7347888
Jonathan Guyton
Principal & Financial PlannerCRD 1442139
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$427M in ETFs
100%
$427M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF (SCHR) | Schwab | Passive | Intermediate Government | $99.5M | 3,993,213 | 23.27% |
Location
Edina, MN
Hennepin
Location
Edina, MN
Headquartered in Edina, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 3300 Edinborough Way
- Time zone
- CT (UTC-6)
- Office locations
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