DBA: CORNERSTONE WEALTH MANAGEMENT
| Total AUM | $628.7M |
| Discretionary | $620.6M99% of AUM |
| Non-Discretionary | $8.1M |
| Client Accounts | 1,173 |
| Avg Account Size | $536K |
| Employees | 8 |
| Peak AUM | $628.7MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $629M | +15.6% | +23.3% | +17.2% | |
| Discretionary AUM | |||||
| Total AUM | $628.7M |
| Discretionary | $620.6M |
| Employees | 8 |
| Client Accounts | 1173 |
| Client Range | 251-500 |
Address
27366 CENTER RIDGE ROAD
WESTLAKE OH 44145
Phone
440-899-4000
Filing History
50 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$621M
98.7% of AUM
Non-Discretionary
$8M
1.3% of AUM
Disc. mix ▲ 2.3pp vs 1 year ago
Custody
No related registrations reported
| +10.9% /yrover 26 yrs · 50 filings |
Total AUM
$629M
| $621M |
| +18.5% |
| +22.8% |
| +16.9% |
| Non-Disc. AUM | $8M | 59.0% | — | — |
| Total Accounts | 1k | +12.4% | +11.9% | +10.1% |
| Avg Account Size | $535,950.12 | +2.9% | +10.2% | +6.5% |
| Employees | 8 | 0.0% | 0.0% | +5.9% |
| AUM / Employee | $79M | +15.6% | +23.3% | +10.7% |
Client AUM Segments | |||||
| Wealth AUM | $428M | +20.0% | +30.2% | +19.7% | |
| Institutional AUM | $201M | +7.3% | +12.4% | +12.8% | |
Client Count Segments | |||||
| HNW Clients | 272 | 5.2% | +3.5% | +4.9% | |
| Institutional | 87 | +10.1% | +2.8% | +3.6% | |
| Individuals | 104 | 1.0% | +21.6% | +15.3% | |