Cornerstone Wealth Management, LLC
Cornerstone Wealth Management, LLC is an SEC-registered investment adviser headquartered in St. Peters, Missouri, United States. The firm was founded in 2005 and currently employs approximately 140-150 people, including a nationwide network of more than 100 advisors. It provides comprehensive financial planning, investment management, and retirement solutions primarily for individuals, families, business owners, and professionals seeking financial independence. Cornerstone Wealth Management is known for its client-first philosophy, offering unbiased, independent advice and solutions that cover all aspects of personal and corporate finance, including estate planning, insurance, and succession planning.
Investment Strategy
Cornerstone Wealth Management pursues a holistic, client-centered approach to wealth management. Their strategy emphasizes independent advice, comprehensive financial planning, and personalized investment management tailored to each client's unique circumstances. The firm does not push proprietary products, allowing its advisors to offer diverse solutions focused on retirement planning, tax optimization, estate planning, insurance, and charitable giving. They leverage industry relationships to curate both traditional and private market investments, with the goal of aligning long-term financial strategies to each client's life goals and risk profile.
Top Holdings
Equity Positions (649)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BBUS | J P MORGAN EXCHANGE TRADED F | 4.67% | $77.0M | 687,686 | $78.98 | $111.92 | +$4.0M |
A AAPL | APPLE INC | 4.29% | $70.7M | 344,807 | $165.49 | $205.17 | -$5.3M |
S SPMD | SPDR SERIES TRUST | 3.54% | $58.3M | 1,072,776 | $47.16 | $54.38 | +$5.2M |
I IVV | ISHARES TR | 2.84% | $46.8M | 75,417 | $414.34 | $620.90 | +$3.0M |
S SPLG | SPDR SERIES TRUST | 2.43% | $40.0M | 549,971 | $49.38 | $72.69 | +$3.9M |