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Cornerstone Wealth Management, LLC CRD 164666
$4.93B regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
13358 Manchester Road Suite 200, Des Peres, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 05/2003 | 11/2017 |
| Lpl Financial, Llc | Strasburg | VA | 11/2017 | Present |
| Cornerstone Wealth Management, Llc | Strasburg | VA | 11/2017 | Present |
1. 11/13/2017 - CORNERSTONE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Time Spent 100%. 2. 11/30/2017 - Conerstone Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through Cornerstone Wealth Management, an independent investment advisor firm. I started this business activity on 11/29/2017. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 02/13/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 4. 12/04/2025 - Grant's Small Engine Repair - Other - Small Engine Repair and welding - Not Investment Related - Home Based - Start Date 04/09/2025 - 8 hours per month/ 4 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-11 |
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