Cornerstone Wealth Advisors, Inc.
● SEC registered since 2025CRD 309544SEC# 801-132490Carlsbad, CA
Reg. AUM
$145.6M
Employees
4
Accounts
425
Location
Carlsbad, CA
Cornerstone Wealth Advisors, Inc. assets under management
Cornerstone Wealth Advisors, Inc. is an SEC-registered investment adviser based in Carlsbad, CA. The firm has been registered since 2025. It reports $145.6 million in regulatory assets under management and employs 4 people.
Cornerstone Wealth Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Denise Aileen Barrett Control | Chief Executive Officer | 50-75% | 2014 |
| Michael W Sellman Control | Chief Compliance Officer | 25-50% | 2014 |
Frequently asked questions
How much does Cornerstone Wealth Advisors, Inc. manage?
Cornerstone Wealth Advisors, Inc. reports $145.6 million in regulatory assets under management on its Form ADV.
How many employees does Cornerstone Wealth Advisors, Inc. have?
Cornerstone Wealth Advisors, Inc. reports 4 employees.
Where is Cornerstone Wealth Advisors, Inc. located?
Cornerstone Wealth Advisors, Inc. is based in Carlsbad, CA and has been SEC-registered since 2025.
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
| 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 |
Regulatory AUM
$145.6M▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$145.6Mregulatory AUM
Discretionary $140.1MNon-discretionary $5.5M