Cornerstone Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

289971

SEC number

801-112164

Firm type

RIA

Assets under management

$2.5B as of Mar 24, 2026

Website

twitter.com/CWGADVISORS ↗

Phone

704-987-3410

Address

16810 Kenton Drive, Huntersville, NC, 28078

Advisors at this firm

29 in our index · page 1 of 1

• Jonathan Steele BrownCRD 4997851 · Greenville, SC
  IA RegisteredBroker
• Sean Michael BandazianCRD 5605079 · Huntersville, NC
  IA RegisteredRegistration inactive
• Robert William BentonCRD 6928217 · Huntersville, NC
  IA Registered
• Gabrielle Elizabeth CafaloneCRD 7631336 · Greenville, SC
  IA RegisteredRegistration inactive
• Jeffrey Alan CarboneCRD 2104647 · Huntersville, NC
  IA RegisteredBroker
• Cynthia Lynne CrossCRD 5589381 · Huntersville, NC
  IA RegisteredRegistration inactive
• Jerett Ross DimarzioCRD 6340655 · Huntersville, NC
  IA RegisteredRegistration inactive
• Richard Gordon FallonCRD 6917364 · Huntersville, NC
  IA RegisteredRegistration inactive
• Jeremy Warman GrantCRD 4728632 · Huntersville, NC
  IA RegisteredRegistration inactive
• Derek Ryan GageCRD 7627391 · Tampa, FL
  IA RegisteredRegistration inactive
• Clifford Padgett HodgeCRD 5539479 · Huntersville, NC
  IA RegisteredRegistration inactive
• Kara Buteau KunzCRD 2827583 · Huntersville, NC
  IA Registered
• Jared R McdanielCRD 5402250 · Huntersville, NC
  IA RegisteredBroker
• Matthew Alan MoyzisCRD 4812123 · Huntersville, NC
  IA RegisteredRegistration inactive
• Cameron Franklin MearesCRD 6954083 · Charlotte, NC
  IA RegisteredRegistration inactive
• Whitney Anne PappasCRD 5197056 · Denver, CO
  IA Registered
• Andrea Lynn PineCRD 5263860 · Huntersville, NC
  IA RegisteredRegistration inactive
• Rachel Lee PosnerCRD 3275176 · Huntersville, NC
  IA RegisteredBroker
• Jeffrey Norman PowellCRD 4320338 · Greensboro, NC
  IA RegisteredRegistration inactive
• Brenda Hance PressleyCRD 3250243 · Huntersville, NC
  IA Registered
• Craig Alan RubrechtCRD 2837714 · Huntersville, NC
  IA RegisteredBroker
• Matthew James SandbergCRD 6636153 · Huntersville, NC
  IA RegisteredRegistration inactive
• Andrew Kelsey SmithCRD 3148469 · Huntersville, NC
  IA RegisteredBroker
• Wallace Edward SuttonCRD 1240377 · Tampa, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Zachary Edward SuttonCRD 6515308 · Tampa, FL
  IA RegisteredBroker
• Joseph Edward SweeneyCRD 1299368 · San Francisco, CA
  IA RegisteredBroker
• Annabeth Grace WilkesCRD 7135988 · Charlotte, NC
  IA RegisteredRegistration inactive
• Edward Massenburg WoodCRD 2940109 · Huntersville, NC
  IA RegisteredBroker
• Rodney Thomas WendtCRD 6808301 · Aiken, SC
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.