Cornerstone Wealth Management

Cornerstone Wealth Management (CRD# 108404) is a financial advisory firm headquartered in San Diego, CA. They manage $252,595,308 in 528 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    253
    MILLION
  • Total Number of Accounts
    528
    ACCOUNTS
  • Average Account Value
    $478,400
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Cornerstone Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
Scott R. Bramwell
CRD#: 4773834
16935 West Bernardo Drive, Ste 260, San Diego, CA 92127
93
Wealthminder
score

Scott Bramwell (CRD# 4773834) is an Investment Advisor Representative working at Cornerstone Wealth Management in San Diego, CA and has over 12 years of experience in the finance industry.

2
Kevin C. Meacham
CRD#: 5387184
16935 West Bernardo Drive, Suite 260, San Diego, CA 92127
93
Wealthminder
score

Kevin Meacham (CRD# 5387184) is an Investment Advisor Representative working at Cornerstone Wealth Management in San Diego, CA and has over 9 years of experience in the finance industry.

3
Ryan D. Meacham
CRD#: 5113562
16935 West Bernardo Drive, Suite 260, San Diego, CA 92127
93
Wealthminder
score

Ryan Meacham (CRD# 5113562) is an Investment Advisor Representative working at Cornerstone Wealth Management in San Diego, CA and has over 10 years of experience in the finance industry.

4
Fabian M. Waldner
CRD#: 5403086
16935 West Bernardo Drive, Suite 260, San Diego, CA 92127
93
Wealthminder
score

Fabian Waldner (CRD# 5403086) is an Investment Advisor Representative working at Cornerstone Wealth Management in San Diego, CA and has over 8 years of experience in the finance industry.

5
Laura N. Mello
CRD#: 5917443
16935 West Bernardo Drive, Suite 260, San Diego, CA 92127
90
Wealthminder
score

Laura Mello (CRD# 5917443) is an Investment Advisor Representative working at Cornerstone Wealth Management in San Diego, CA and has over 5 years of experience in the finance industry.

6
Chris L. Meacham
CRD#: 1366969
16935 West Bernardo Drive, Suite 260, San Diego, CA 92127
63
Wealthminder
score

Chris Meacham (CRD# 1366969) is an Investment Advisor Representative working at Cornerstone Wealth Management in San Diego, CA and has over 31 years of experience in the finance industry.

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