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CORNERSTONE WEALTH MANAGEMENT, LLC
Investment Advice|ST. PETERS, MO
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$4.1B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 4.1B |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 164666 |
| SEC Number | 801-76973 |
| Street Address | 7417 MEXICO ROAD |
| Street Address 2 | SUITE 104 |
| Location | ST. PETERS, MO 63376 |
| Country | United States |
| Phone | 636-397-6200 |
| Fax | 636-397-6201 |
| Total Employees | 139 |
| Business Types | insurance_broker |
Client Count by Type (18,812 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 12,861 |
| High Net Worth Individual… | 5,703 |
| Pension/Profit Sharing Pl… | 105 |
| Corporations/Businesses | 85 |
| Charitable Organizations | 58 |
County data not available for this organization.