| Name | Title | Ownership | Since |
|---|---|---|---|
| Denise Aileen Barrett Control | Chief Executive Officer | Over 75% | 2014 |
| Michael W Sellman Control | Chief Compliance Officer | 10-25% | 2014 |
Cornerstone Wealth Advisors, Inc. reports $110.2 million in regulatory assets under management on its Form ADV.
Cornerstone Wealth Advisors, Inc. reports 4 employees.
Cornerstone Wealth Advisors, Inc. is based in Carlsbad, CA and has been SEC-registered since 2025.
Cornerstone Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1808 Aston Avenue, Suite 150, Carlsbad, CA 92008 |
| Phone | 760-476-1376 |
| Fax | 760-476-2718 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $110.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $110.2M |