CORNERSTONE WEALTH ADVISORS, INC. of CARLSBAD, CA is an SEC-registered investment adviser (CRD 309544). Regulatory assets under management: $145.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Michael W Sellman | CHIEF COMPLIANCE OFFICER | — |
| Denise Aileen Barrett | CHIEF EXECUTIVE OFFICER | — |