# CORNERSTONE WEALTH ADVISORS, INC.

CORNERSTONE WEALTH ADVISORS, INC. of CARLSBAD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 309544
- Type: SEC-registered investment adviser
- SEC file number: 801-132490
- Location: 1808 ASTON AVENUE, SUITE 150, CARLSBAD, CA, 92008
- Phone: 760-476-1376
- Latest filing: 2026-02-13
- Regulatory AUM: $145.6M
- Discretionary AUM: $140.1M
- Non-discretionary AUM: $5.5M
- Clients: 4
- Accounts: 425

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Michael W Sellman | CHIEF COMPLIANCE OFFICER | — |
| Denise Aileen Barrett | CHIEF EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309544/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309544/similar
- Related entities: https://search.stillhousedata.com/firm/309544/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309544

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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.