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Cornerstone Wealth, LLC

● SEC registered since 2022CRD 313269SEC# 801-123282Greeneville, TN
Export (members)
Reg. AUM
$244.5M
Employees
6
Accounts
1,421
Location
Greeneville, TN

Cornerstone Wealth, LLC assets under management

Cornerstone Wealth, LLC is an investment advisory firm registered with the SEC based in Greeneville, TN. The firm has been registered since 2022. It reports $244.5 million in regulatory assets under management and employs 6 people.
www.cornerstonewealthtn.comView on SEC.gov ↗

Cornerstone Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian Jack Click ControlManaging Member & Chief Compliance OfficerOver 75%2019
George Robert ScottPartner10-25%2023

Frequently asked questions

How much does Cornerstone Wealth, LLC manage?

Cornerstone Wealth, LLC reports $244.5 million in regulatory assets under management on its Form ADV.

How many employees does Cornerstone Wealth, LLC have?

Cornerstone Wealth, LLC reports 6 employees.

Where is Cornerstone Wealth, LLC located?

Cornerstone Wealth, LLC is based in Greeneville, TN and has been SEC-registered since 2022.

Does Cornerstone Wealth, LLC disclose fund performance?

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

Contact & registration

Address517 N. Main Street, Suite a, Greeneville, TN 37745
Phone423-588-7151
Fax423-370-1266
Office hours9:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$226.9M
Non-discretionary$17.6M
Total (RAUM)$244.5M