CORNERSTONE WEALTH MANAGEMENT LLC

CORNERSTONE WEALTH MANAGEMENT LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 108404). Regulatory assets under management: $182.6M.

Registration

Officers, owners & control persons (10)

NameRoleLocation
MEACHAM CHRIS LAMONTCEO (MANAGING MEMBER); OWNER, PRESIDENT & CEO; PRESIDENT & CEO (+4 more)
BRAMWELL SCOTT ROBERTMANAGING DIRECTOR; MANAGING DIRECTOR (MEMBER); PRESIDENT (MEMBER)
WALDVOGEL GARY WALTERMANAGING DIRECTOR
KRAFT PHILIP OLIVEROWNER
WALDNER FABIANCHIEF COMPLIANCE OFFICER; EXECUTIVE DIRECTOR & CHIEF COMPLIANCE OFFICER
RUDEN BRIAN ALANOWNER, DIRECTOR OF CLIENT SERVICES
WALDNER FABIAN MICHAELEXECUTIVE DIRECTOR & CHIEF COMPLIANCE OFFICER; EXECUTIVE DIRECTOR & CHIEF COMPLIANCE OFFICER (MEMBER); MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER (MEMBER)
BRAMWELL ROSS ANDREWDIRECTOR OF INVESTMENTS
BRAMWELL ROSSDIRECTOR OF INVESTMENTS
Klostermonton Nathan DanielCHIEF COMPLIANCE OFFICER

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
CORNERSTONE DIVERSIFIED PORTFOLIO, LPHedge Fund60$34.6M$500K

Fund service providers (1)

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