Cornerstone Wealth, LLC
● SEC registered since 2022CRD 313269SEC# 801-123282Greeneville, TN
Reg. AUM
$284.7M
Employees
6
Accounts
1,425
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 $284.7 million in regulatory assets under management and employs 6 people.
Cornerstone Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Jack Click Control | Managing Member & Chief Compliance Officer | Over 75% | 2019 |
| George Robert Scott | Partner | 10-25% | 2023 |
Frequently asked questions
How much does Cornerstone Wealth, LLC manage?
Cornerstone Wealth, LLC reports $284.7 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
| Address | 517 N. Main Street, Suite a, Greeneville, TN 37745 |
| Phone | 423-588-7151 |
| Fax | 423-370-1266 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$284.7M▲ 16%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$284.7Mregulatory AUM
Discretionary $265.6MNon-discretionary $19.1M