{
  "crd_number": 164666,
  "slug": "cornerstone-wealth-management-llc-des-peres-mo-164666",
  "primary_business_name": "CORNERSTONE WEALTH MANAGEMENT, LLC",
  "legal_name": "CORNERSTONE WEALTH MANAGEMENT, LLC",
  "dbas": [
    "BELL & ASSOCIATES WEALTH MANAGEMENT",
    "CARLISLE MOTT FINANCIAL",
    "DIXON INCORPORATED",
    "FOCUS WEALTH MANAGEMENT",
    "GENFINITY WEALTH MANAGEMENT",
    "LEGENDS FINANCIAL SERVICES GROUP LLC",
    "LIFETIME PLANNING, INC.",
    "MILESTONE INVESTMENT COUNSEL",
    "MORSE WEALTH MANAGEMENT",
    "RAINS WEALTH MANAGEMENT",
    "STAUROS FINANCIAL, LLC",
    "STEAMBOAT FINANCIAL GROUP",
    "STONE 8 WEALTH MANAGEMENT, LLC",
    "THOROUGHBRED FINANCIAL SOLUTIONS",
    "TRIADA ADVISORS",
    "VINE WEALTH MANAGEMENT",
    "WEST FINANCIAL SERVICES"
  ],
  "city": "Des Peres",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "41180",
  "metro": {
    "cbsa_code": "41180",
    "common_name": "St. Louis",
    "msa_name": "St. Louis, MO-IL",
    "path": "/advisors/mo/st-louis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-08-15",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-05-04",
  "carried_forward": false,
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  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 103,
  "advisory_employees": 102,
  "client_count_bucket": "fewer_than_5_in_some_types",
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    "pension_profit_sharing": {
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      "count": 125
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    "high_net_worth_individuals": {
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    "corporations_other_businesses": {
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  "compensation_types": [
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  "advisory_activities": [
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  "wrap_fee_participant": true,
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  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164666",
  "city_as_filed": "DES PERES",
  "url": "https://advisorcensus.com/firm/cornerstone-wealth-management-llc-des-peres-mo-164666",
  "display_name": "Cornerstone Wealth Management, LLC",
  "summary": "Cornerstone Wealth Management, LLC is an SEC-registered investment advisory firm in Des Peres, MO, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 4, 2026.",
  "citation": "AdvisorCensus. Cornerstone Wealth Management, LLC (CRD 164666): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Cornerstone Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cornerstone Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Cornerstone Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $250 an hour (Retirement Account Consulting and Management services); Flat fee: $750 to $10,000 a year (ongoing pension consulting services); Hourly rate: up to $400 an hour (financial planning and consulting services); Flat fee: $500 to $5,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Cornerstone Wealth Management, LLC located?",
      "a": "Cornerstone Wealth Management, LLC's principal office is in Des Peres, MO, according to its Form ADV; the June 2026 filing also lists 41 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Cornerstone Wealth Management, LLC registered with the SEC or a state?",
      "a": "Cornerstone Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164666."
    },
    {
      "q": "How much does Cornerstone Wealth Management, LLC manage?",
      "a": "Cornerstone Wealth Management, LLC reports $4,934,013,239 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (100% discretionary)."
    },
    {
      "q": "How have Cornerstone Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cornerstone Wealth Management, LLC: Regulatory assets under management: $2,819,783,189 in the October 2021 data and $4,934,013,239 in the October 2026 data, up 75%. Total employees: 142 in October 2021 and 103 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cornerstone Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8,943); high net worth individuals (3,511); pension and profit sharing plans (but not the plan participants or government pension plans) (125)."
    },
    {
      "q": "Which custodians does Cornerstone Wealth Management, LLC use?",
      "a": "Cornerstone Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cornerstone Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164666"
    },
    {
      "q": "What changed in Cornerstone Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: No longer lists an office in Atascadero, CA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2819783189.0,
      "total_employees": 142,
      "filing_date": "2021-05-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3018465636.0,
      "total_employees": 147,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 3119640218.0,
      "total_employees": 153,
      "filing_date": "2023-09-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3295074554.0,
      "total_employees": 148,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4082513557.0,
      "total_employees": 139,
      "filing_date": "2025-06-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4934013239.0,
      "total_employees": 103,
      "filing_date": "2026-05-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "No longer lists an office in Atascadero, CA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Glasscock Financial.",
        "Employees performing advisory functions went from 91 to 102.",
        "Regulatory assets under management went from $4,082,513,557 to $4,934,013,239 (+21%).",
        "Changed its office addresses in Ventura, CA.",
        "Added an office in Springdale, AR.",
        "No longer lists an office in Bellevue, WA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added the business name Thoroughbred Financial Solutions."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
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    "planning_fees": [
      "Hourly rate: $250 an hour (Retirement Account Consulting and Management services)",
      "Flat fee: $750 to $10,000 a year (ongoing pension consulting services)",
      "Hourly rate: up to $400 an hour (financial planning and consulting services)",
      "Flat fee: $500 to $5,000 (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (Retirement Account Consulting and Management services)"
        ],
        "quotes": [
          "Our hourly fee is $250. Our flat fees generally range from $750 to $10,000 (charged annually for ongoing pension consulting services )."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $750 to $10,000 a year (ongoing pension consulting services)"
        ],
        "quotes": [
          "Our hourly fee is $250. Our flat fees generally range from $750 to $10,000 (charged annually for ongoing pension consulting services )."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: up to $400 an hour (financial planning and consulting services)"
        ],
        "quotes": [
          "We charge an hourly fee of up to $400 for financial advisors. Flat fees generally range from $500 to $5,000 ."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $5,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "We charge an hourly fee of up to $400 for financial advisors. Flat fees generally range from $500 to $5,000 ."
        ]
      }
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    "values": {
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      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Retirement Account Consulting and Management services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 750.0,
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          "period": "annual",
          "service": "ongoing pension consulting services"
        },
        {
          "kind": "hourly",
          "amount": null,
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          "period": "hour",
          "service": "financial planning and consulting services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 5000.0,
          "period": null,
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "Our hourly fee is $250. Our flat fees generally range from $750 to $10,000 (charged annually for ongoing pension consulting services ).",
      "Our hourly fee is $250. Our flat fees generally range from $750 to $10,000 (charged annually for ongoing pension consulting services ).",
      "We charge an hourly fee of up to $400 for financial advisors. Flat fees generally range from $500 to $5,000 .",
      "We charge an hourly fee of up to $400 for financial advisors. Flat fees generally range from $500 to $5,000 ."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/cornerstone-wealth-management-llc-des-peres-mo-164666.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 8943,
      "fewer_than_5": false,
      "raum": 1489899744.0
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    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 3511,
      "fewer_than_5": false,
      "raum": 3320425153.0
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    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 125,
      "fewer_than_5": false,
      "raum": 30627454.0
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    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 39,
      "fewer_than_5": false,
      "raum": 20778458.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 73,
      "fewer_than_5": false,
      "raum": 71935136.0
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    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 347294.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164666",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}