# Cornerstone Wealth Management, LLC

> 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.

- CRD: 164666
- Filed as: CORNERSTONE WEALTH MANAGEMENT, LLC
- Also doing business as: 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
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Des Peres, MO
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164666
- AdvisorCensus page: https://advisorcensus.com/firm/cornerstone-wealth-management-llc-des-peres-mo-164666

## Quick answers

**How is Cornerstone Wealth Management, LLC compensated?**
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).

**Where is Cornerstone Wealth Management, LLC located?**
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).

**Is Cornerstone Wealth Management, LLC registered with the SEC or a state?**
Cornerstone Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164666.

**How much does Cornerstone Wealth Management, LLC manage?**
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).

**How have Cornerstone Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Cornerstone Wealth Management, LLC serve?**
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).

**Which custodians does Cornerstone Wealth Management, LLC use?**
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.

**Does Cornerstone Wealth Management, LLC report any disciplinary disclosures?**
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

**What changed in Cornerstone Wealth Management, LLC's recent Form ADV filings?**
In the June 2026 filing data: No longer lists an office in Atascadero, CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $4,934,013,239
- Discretionary: $4,934,013,239
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8,943 | $1,489,899,744 |
| High net worth individuals | 3,511 | $3,320,425,153 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 125 | $30,627,454 |
| Charitable organizations | 39 | $20,778,458 |
| Corporations or other businesses not listed above | 73 | $71,935,136 |
| Other | Fewer than 5 | $347,294 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 103 total, 102 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Beaver Dam, WI
- Bellevue, WA
- Bentonville, AR
- Chesterfield, MO
- Clayton, MO
- Columbia, IL
- Cooper City, FL
- Des Peres, MO
- Dyersburg, TN
- Effingham, IL
- Fisherville, VA
- Harrisburg, IL
- Joplin, MO
- Lake Saint Louis, MO
- Leonard, TX
- Madison, GA
- Marietta, GA
- Marion, AR
- McHenry, IL
- Mesa, AZ
- Midlothian, VA
- Mountain Lake, MN
- Osage Beach, MO
- Otsego, MN
- Rancho Mirage, CA
- Rogers, AR
- Saint Charles, MO
- Seattle, WA
- Springdale, AR
- Springfield, MO
- St Peters, MO
- St. Charles, MO
- St. Louis, MO
- Staunton, VA
- Strasburg, VA
- Tulsa, OK
- Ventura, CA
- Washington, MO
- Waverly, TN
- Wildwood, MO
- Yukon, OK

### Websites listed on Form ADV (Item 1.I)
- bellwealthrva.com
- ben-toben.com
- carlislemott.com
- cwmranchomirage.com
- dixonincorporated.com
- dmillonas.com
- donaulbert.com
- doylewealthcwm.com
- endeavorwealthmgt.com
- ericanderhub.com
- erikthompsonfinancial.com
- focus-wm.com
- gatewaywealthstl.com
- glasscockfinancial.com
- jmhillwealthmanagement.com
- joekeifer.com
- johnwehmer.com
- juliebriar.com
- keiferteam.com
- kevinyingst.com
- legendsfinancialservices.com
- lifetimeplanning.biz
- mattschellman.com
- milestoneic.com
- mycwmusa.com
- mygenfinitywealth.com
- rainswealthmanagement.com
- socalcwm.com
- staurosfinancial.com
- steamboatfinancial.com
- stockyardwealth.com
- stone8wm.com
- tclwm.com
- thoroughbredfinancialsolutions.com
- triadaadvisors.com
- vinewm.com
- wmadvisorsaz.com
- Facebook @Alison-Hadzic-Financial-Planner-107623161710491
- Facebook @CWM.CGreen
- Facebook @Donald-Aulbert-II-Financial-Advisor-105558577627411
- Facebook @ENDEAVORWEALTH
- Facebook @ERIK-THOMPSON-FINANCIAL-STRATEGIES-LLC-1561593204061467
- Facebook @GenFinityWealthManagement
- Facebook @KeiferTeam
- Facebook @LauraFentonFA
- Facebook @Patrick-Doyle-Certified-Financial-Planner-2151304368259617
- Facebook @STONE8WM
- Facebook @Stauros-Financial-LLC-234123766648831
- Facebook @T.CaseyLoper.cornerstonewealthmanagement
- Facebook @TriadaAdvisors
- Facebook @bentobenfinancial
- Facebook @buildingyourfinancialfoundation
- Facebook @cornerstonejw
- Facebook @jachurafinancial
- Facebook @legendsfinancialservicesgroup
- Facebook @category
- Facebook @robertjdussi
- Facebook @socalcwm
- LinkedIn @cornerstone-wealth-management-usa
- LinkedIn @triada-advisors
- LinkedIn @aaron-thompson-cpa-b0b89a40
- LinkedIn @alexander-hoover-723b92171
- LinkedIn @alison-d-hadzic-476947223
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- LinkedIn @dale-huber-b9794119
- LinkedIn @dan-smith-cfs-1b182710
- LinkedIn @davelkaplan
- LinkedIn @davidfostercwm
- LinkedIn @davidfostergatewaywealthstl
- LinkedIn @dean-millonas-92997b69
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- LinkedIn @dr-david-la-rue-12061811
- LinkedIn @eric-anderhub-56047b6
- LinkedIn @ericshsmith
- LinkedIn @erik-thompson-57b81414
- LinkedIn @gabrielsilvalpl
- LinkedIn @grantjkeifer
- LinkedIn @greg-shoemaker-8b698066
- LinkedIn @jessica-anseth-74a626183
- LinkedIn @john-f-gore-ab71422a
- LinkedIn @john-wehmer-cfp®-12613282
- LinkedIn @jordan-faerber-cpa-cfp®-48a02715
- LinkedIn @kevin-yingst-51439111
- LinkedIn @larry-bridwell-cltc-31b07790
- LinkedIn @laura-fenton-b68b28195
- LinkedIn @loiuiswray
- LinkedIn @mark-deprospero-24922a18
- LinkedIn @mark-minton-aams®-crpc®-3043ab79
- LinkedIn @markbeckrich
- LinkedIn @matthewschellman
- LinkedIn @mattrufkahr
- LinkedIn @michaeletheridge71
- LinkedIn @nathan-morse-59b98375
- LinkedIn @nik-krickovic-79657155
- LinkedIn @patrick-doyle-6308b1a
- LinkedIn @patrick-lodes-43b013212
- LinkedIn @rob-schmidt-financial-advisor-4804b6ba
- LinkedIn @robertdussicfpclu
- LinkedIn @robertlocfa
- LinkedIn @rocky-rains-38309a106
- LinkedIn @ron-bell-94a598a1
- LinkedIn @sandra-callier-a0286737
- LinkedIn @simon-pockrus-224859b
- LinkedIn @thomasgooden
- LinkedIn @timwardlegends
- LinkedIn @wraylori
- X @G8wayWealthSTL
- X @STONE8WM
- X @endeavorwealth
- X @genfinitym
- X @planandinvest
- X @twlegends
- YouTube @UCs4TbFS4m1E3-JukG1k3Wgw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,819,783,189 | 142 | May 19, 2021 |
| October 2022 | $3,018,465,636 | 147 | March 30, 2022 |
| October 2023 | $3,119,640,218 | 153 | September 15, 2023 |
| October 2024 | $3,295,074,554 | 148 | March 28, 2024 |
| October 2025 | $4,082,513,557 | 139 | June 12, 2025 |
| October 2026 | $4,934,013,239 | 103 | May 4, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- No longer lists an office in Atascadero, CA.

### April 2026
- 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).

### November 2025
- Added the business name Thoroughbred Financial Solutions.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cornerstone Wealth Management, LLC (CRD 164666): Form ADV filing data as of October 2026.