Cornerstone Wealth Management, LLC
● SEC registered since 2012CRD 164666SEC# 801-76973Des Peres, MO
Reg. AUM
$4.93B
Employees
103
Accounts
20,602
Location
Des Peres, MO
Cornerstone Wealth Management, LLC assets under management
Cornerstone Wealth Management, LLC operates as an SEC-registered investment adviser based in Des Peres, MO. The firm has been registered since 2012. It reports $4.9 billion in regulatory assets under management and employs 103 people.
Cornerstone Wealth Management, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Jon Swenson | Member | 5-10% | 2016 |
| Dean Andrew Millonas Control | Managing Member | 10-25% | 2012 |
| Donald Paul Aulbert | Member | Under 5% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Cornerstone Wealth Management, LLC manage?
Cornerstone Wealth Management, LLC reports $4.9 billion in regulatory assets under management on its Form ADV.
How many employees does Cornerstone Wealth Management, LLC have?
Cornerstone Wealth Management, LLC reports 103 employees.
Where is Cornerstone Wealth Management, LLC located?
Cornerstone Wealth Management, LLC is based in Des Peres, MO and has been SEC-registered since 2012.
Does Cornerstone Wealth Management, LLC disclose fund performance?
Cornerstone Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13358 Manchester Road, Suite 200, Des Peres, MO 63131 |
| 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 |
Regulatory AUM
$4.93B▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$4.93Bregulatory AUM
Discretionary $4.93B