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Cornerstone Wealth Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Aug. 27, 2017
    • $1.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 9K
      Accounts
    • $159.1K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

87

name start date
John Russell Perry
May 2013
Matthew James Schellman
June 2014
Matthew Alan Fall
May 2016
Charles Richard Eller
May 2015
Aaron Drew Thompson
April 2019

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Joseph Michael Keifer Managing Member August, 2012 25% to 50%
    Gregory Alan Shoemaker Managing Member & Chief Compliance Officer August, 2012 25% to 50%
    Dean Andrew Millonas Managing Member August, 2012 10% to 25%
    Alan Frederick Skrainka Member August, 2012 5% to 10%
    David Lee Kaplan Member August, 2012 less than 5%
    Donald Paul Aulbert Member August, 2012 less than 5%
    Karen Anne Torrence Member April, 2014 less than 5%
    Patrick John Lodes Member April, 2014 less than 5%
    Christopher Jon Swenson Member February, 2016 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees