CRD: 106950
Cornerstone Wealth Management
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-1996
- Office Locations
- 1
Office Locations
About Cornerstone Wealth Management
Cornerstone Wealth Management is a fee-only RIA providing comprehensive financial and retirement planning plus ongoing investment management. The team acts as a family CFO, coordinating with clients’ other advisors, and serves individuals, business owners, trusts, and retirement plans from Westlake (Cleveland area) nationwide. Investment work emphasizes asset allocation and risk management, often implemented with mutual funds and ETFs; custody via Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Services
Technology
Owner & Executives
NICK DIONISOS
President, SENIOR INVESTMENT CONSULTANT
- CRD
- #5318879
- Ownership
- 25% but less than 50%
MICHAEL WAYNE KELLEY II
Chief Executive Officer, Vice President
- CRD
- #6146459
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $620,608,534 | $535,007 |
| Non-Discretionary | $8,060,957 | $620,074 |
| Total | $628,669,491 | $535,950 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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