Cornerstone Wealth Management

Cornerstone Wealth Management (CRD# 106950) is a financial advisory firm headquartered in Westlake, OH. They manage $420,993,061 in 920 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    421
    MILLION
  • Total Number of Accounts
    920
    ACCOUNTS
  • Average Account Value
    $457,601
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, KY, LA, MI, NH, NJ, OH, TX

Financial Advisors at Cornerstone Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Nick Dionisos
CRD#: 5318879
27366 Center Ridge Road, Westlake, OH 44145

Nick Dionisos (CRD# 5318879) is an Investment Advisor Representative working at Cornerstone Wealth Management in Westlake, OH and has over 16 years of experience in the finance industry.

2
Christina K. Fanourakis
CRD#: 5169784
27366 Center Ridge Road, Westlake, OH 44145

Christina Fanourakis (CRD# 5169784) is an Investment Advisor Representative working at Cornerstone Wealth Management in Westlake, OH and has over 8 years of experience in the finance industry.

3
Michael W. Kelley
CRD#: 6146459
27366 Center Ridge Road, Westlake, OH 44145

Michael Kelley (CRD# 6146459) is an Investment Advisor Representative working at Cornerstone Wealth Management in Westlake, OH and has over 9 years of experience in the finance industry.

4
Brandon T. Davidson
CRD#: 7638843
27366 Center Ridge Road, Westlake, OH 44145

Brandon Davidson (CRD# 7638843) is an Investment Advisor Representative working at Cornerstone Wealth Management in Westlake, OH and has 1 year of experience in the finance industry.

5
Edmund V. Malone
CRD#: 7650779
27366 Center Ridge Road, Westlake, OH 44145

Edmund Malone (CRD# 7650779) is an Investment Advisor Representative working at Cornerstone Wealth Management in Westlake, OH and has 1 year of experience in the finance industry.

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