C
$145.6M Total AUM
$140.1M Disc. AUM
-- 3Y CAGR
4 Employees
157 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- NorthInsight
- Established Date
- 06-03-2020
- Office Locations
- 2
Office Locations
1808 Aston Avenue Suite 150 Carlsbad CA
-- Aiken SC
About Cornerstone Wealth Advisors, Inc.
Cornerstone Wealth Advisors is a California RIA serving individuals and entrepreneurs across San Diego and Orange County. The team provides holistic financial and wealth planning—including tax, estate, and business-succession guidance—paired with portfolio construction, asset allocation, and risk management. Portfolios lean heavily on ETFs and public funds; the firm cites 100+ years of combined experience.
Team overview
33 AVG AGE
$36.4M AVG AUM / ADVISOR
$927.6K AVG AUM / CLIENT
6 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
6yrs Firm Age
Insights
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Accredited Investors
Timber
Asset Classes
Ridge pathway Alpha Prime Eagle
Client Personas
Radial fusion
Custodian
Ridge
Investment Themes
Quantum focus Wave fusion Vector Unison
Investment Vehicles
Atlas
Services
Unison bridge Summit Vector timber Element Capital peak Wave Matrix Pathway Fusion Value Crest ridge Foundation
Technology
Signal Catalyst prime
Owner & Executives
D
DENISE AILEEN BARRETT
Chief Executive Officer
- CRD
- #6377547
- Ownership
- 50% but less than 75%
(209) 808-3613
quantum.harbor@quantumcapital.com
in linkedin.com/in/optima-pathway
M
MICHAEL W SELLMAN
Chief Compliance Officer, Wealth Advisor
- CRD
- #5261051
- Ownership
- 25% but less than 50%
(694) 676-9414
oak.signal@wavecapital.com
in linkedin.com/in/alpha-crest
Showing 2 of 2 owners & executives
Unlock allContacts
LUCINDA A SALINAS
Financial Advisor
- CRD
- #1588638
(783) 549-9536
eagle.matrix@deltacapital.com
in linkedin.com/in/timber-signal
C
Cameron Joseph Ziegler
Financial Advisor
- CRD
- #7048457
(421) 202-5182
quantum.timber@legacycapital.com
in linkedin.com/in/insight-fusion
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,130,000 | $331,277 |
| Non-Discretionary | $5,500,000 | $2,750,000 |
| Total | $145,630,000 | $342,659 |
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Separately Managed Accounts
Total SMA Asset: $145,630,000
Equity - Exchange:
14.0% Public Funds:
19.0% Other:
18.6% Cash:
20.6% Corporate - Investment Grade:
5.7% Corporate - Non-Investment Grade:
9.6% Equity - OTC:
5.7% U.S. Government/Agency:
6.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $587,011,210 | 14.0% |
| Public Funds | $796,658,071 | 19.0% |
| Other | $779,886,322 | 18.6% |
| Cash | $863,745,067 | 20.6% |
| Corporate - Investment Grade | $238,997,421 | 5.7% |
| Corporate - Non-Investment Grade | $402,521,973 | 9.6% |
| Equity - OTC | $238,997,421 | 5.7% |
| U.S. Government/Agency | $285,119,732 | 6.8% |
| Total | $4,192,937,217 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA FUSION | PRIME FUSION | AES8G3Z2H | FJB | 9.27% | $31,339,947 |
| SIGNAL INSIGHT HORIZON | HORIZON ATLAS | IMM29UEV9 | YKK | 4.87% | $102,992,120 |
| BEACON ALPHA EMBER | SUMMIT VITAL | H5HZMLUHU | BBH | 2.40% | $74,427,926 |
| OAK HORIZON | MATRIX FRONTIER | Z1CG24VY5 | TBI | 11.12% | $94,856,702 |
| BRIDGE MOMENTUM | HARBOR ZENITH | XCF8PPQ2N | MKWF | 10.54% | $64,603,142 |
| HORIZON FOUNDATION CREST | ATLAS VALUE | ODQFO9SEQ | PGX | 9.55% | $18,903,624 |
| HORIZON DELTA SIGNAL | PATHWAY MERIDIAN | UWFDW4Q2J | EFSAR | 5.94% | $82,997,525 |
| FOUNDATION CATALYST RADIAL | NORTH ELEMENT | ZKIWT7APY | VFSP | 5.82% | $106,389,574 |