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Cornerstone Wealth Advisors, Inc.

● SEC registered since 2003CRD 124947SEC# 801-61799Edina, MN
Export (members)
Reg. AUM
$527.8M
Employees
8
Accounts
1,541
Location
Edina, MN

Cornerstone Wealth Advisors, Inc. assets under management

Cornerstone Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Edina, MN. The firm has been registered since 2003. It reports $527.8 million in regulatory assets under management and employs 8 people.
www.cornerstonewealthadvisors.comView on SEC.gov ↗

Cornerstone Wealth Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Andrea Norine Eaton ControlPrincipal50-75%2019
Jonathan Todd Guyton ControlPrincipal And Chief Compliance Officer25-50%2003

Frequently asked questions

How much does Cornerstone Wealth Advisors, Inc. manage?

Cornerstone Wealth Advisors, Inc. reports $527.8 million in regulatory assets under management on its Form ADV.

How many employees does Cornerstone Wealth Advisors, Inc. have?

Cornerstone Wealth Advisors, Inc. reports 8 employees.

Where is Cornerstone Wealth Advisors, Inc. located?

Cornerstone Wealth Advisors, Inc. is based in Edina, MN and has been SEC-registered since 2003.

Does Cornerstone Wealth Advisors, Inc. disclose fund performance?

Cornerstone Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3300 Edinborough Way, Suite 450, Edina, MN 55435
Phone(952) 920-3900
Fax(952) 920-9567
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$512.3M
Non-discretionary$15.4M
Total (RAUM)$527.8M