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).
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Total Assets Under Management421MILLION
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Total Number of Accounts920ACCOUNTS
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Average Account Value$457,601
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, GA, KY, LA, MI, NH, NJ, OH, TX
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.
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.
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.
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.
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.