| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Jon Swenson | Member | Under 5% | 2016 |
| David Lee Kaplan | Member | Under 5% | 2012 |
| Dean Andrew Millonas Control | Managing Member | 10-25% | 2012 |
Cornerstone Wealth Management, LLC reports $4.1 billion in regulatory assets under management on its Form ADV.
Cornerstone Wealth Management, LLC reports 139 employees.
Cornerstone Wealth Management, LLC is based in St. Peters, MO and has been SEC-registered since 2012.
Cornerstone Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7417 Mexico Road, Suite 104, St. Peters, MO 63376 |
| Phone | (314) 394-1670 |
| Fax | 636-397-6201 |
| Office hours | 8a.m. To 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1674117 |
| Discloses disciplinary history | No |
| Discretionary | $4.08B |
| Non-discretionary | $0 |
| Total (RAUM) | $4.08B |