# CORNERSTONE WEALTH MANAGEMENT LLC

CORNERSTONE WEALTH MANAGEMENT LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108404
- Type: SEC-registered investment adviser
- SEC file number: 801-56735
- Location: 16935 WEST BERNARDO DRIVE, SUITE 260, SAN DIEGO, CA, 92127
- Phone: 858-676-1000
- Latest filing: 2020-06-29
- Regulatory AUM: $182.6M
- Discretionary AUM: $179.1M
- Non-discretionary AUM: $3.5M
- Clients: 5
- Accounts: 322

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| MEACHAM CHRIS LAMONT | CEO (MANAGING MEMBER); OWNER, PRESIDENT & CEO; PRESIDENT & CEO (+4 more) | — |
| BRAMWELL SCOTT ROBERT | MANAGING DIRECTOR; MANAGING DIRECTOR (MEMBER); PRESIDENT (MEMBER) | — |
| WALDVOGEL GARY WALTER | MANAGING DIRECTOR | — |
| KRAFT PHILIP OLIVER | OWNER | — |
| WALDNER FABIAN | CHIEF COMPLIANCE OFFICER; EXECUTIVE DIRECTOR & CHIEF COMPLIANCE OFFICER | — |
| RUDEN BRIAN ALAN | OWNER, DIRECTOR OF CLIENT SERVICES | — |
| WALDNER FABIAN MICHAEL | EXECUTIVE DIRECTOR & CHIEF COMPLIANCE OFFICER; EXECUTIVE DIRECTOR & CHIEF COMPLIANCE OFFICER (MEMBER); MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER (MEMBER) | — |
| BRAMWELL ROSS ANDREW | DIRECTOR OF INVESTMENTS | — |
| BRAMWELL ROSS | DIRECTOR OF INVESTMENTS | — |
| Klostermonton Nathan Daniel | CHIEF COMPLIANCE OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CORNERSTONE DIVERSIFIED PORTFOLIO, LP | Hedge Fund | — | 60 | $34.6M | $500K |


## Fund service providers (1)

- administrator: ALPHA ALTERNATIVES, LLC

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108404/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108404/similar
- Related entities: https://search.stillhousedata.com/firm/108404/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108404

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.