$4.9B Total AUM
$4.9B Disc. AUM
15.5% 3Y CAGR
103 Employees
12,695 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Element oak
- Established Date
- 08-15-2012
- Office Locations
- 49
Office Locations
1000 Eleven South Suite 3D Columbia IL
1007 W Jefferson AVE Effingham IL
107 West Fannin Street P O BOX 1394 Leonard TX
About Cornerstone Wealth Management, LLC
Cornerstone Wealth Management is an independent, comprehensive advisory firm serving individuals and families. Its nationwide network of 100+ advisors—supported by Cornerstone and LPL Financial—delivers personalized planning across retirement, cash flow/budgeting, tax minimization, college funding, charitable giving, insurance, and estate needs. Investment work is product-agnostic and often implemented with ETFs and mutual funds.
Team overview
51 AVG AGE
$48.4M AVG AUM / ADVISOR
$388.7K AVG AUM / CLIENT
8.5 yrs AVG TENURE
103 Employees
102 Advisory Reps
93 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Horizon pioneer
Client Personas
Pioneer timber
Custodian
Catalyst timber Prime legacy Ridge
Investment Themes
Foundation Quantum Fusion
Investment Vehicles
Signal radial Horizon harbor Vector matrix
Platform
Capital
Services
Vertex peak Horizon vector Bridge foundation Value Unison delta Bridge Wave frontier Eagle Focus
Technology
Vertex foundation
Owner & Executives
JOSEPH MICHAEL KEIFER
Managing Member
- CRD
- #1964546
- Ownership
- 25% but less than 50%
(330) 775-9002
catalyst.focus@valuecapital.com
in linkedin.com/in/glacier-meridian
PATRICK JOHN LODES
Financial Advisor
- CRD
- #4695127
- Ownership
- 10% but less than 25%
(242) 712-6188
beacon.summit@valuecapital.com
in linkedin.com/in/eagle-insight
B
Beacon matrix
Glacier bridge element
- CRD
- #53494
- Ownership
- 13.3%
(753) 377-8817
beacon.horizon@matrixcapital.com
in linkedin.com/in/insight-oak
Showing 2 of 12 owners & executives
Unlock allContacts
Eric Xavier Anderhub
--
- CRD
- #3025049
(923) 567-2695
quantum.meridian@oakcapital.com
in linkedin.com/in/summit-signal
C
CHRISTOPHER SCOTT ANDERSON
--
- CRD
- #5500617
(888) 727-2606
crest.summit@zenithcapital.com
in linkedin.com/in/catalyst-peak
T
Timber focus
Ridge frontier meridian
- CRD
- #37831
(948) 760-2123
ridge.eagle@catalystcapital.com
in linkedin.com/in/atlas-momentum
Showing 2 of 95 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,934,013,239 | $239,492 |
| Non-Discretionary | $0 | -- |
| Total | $4,934,013,239 | $239,492 |
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Separately Managed Accounts
Total SMA Asset: $4,934,013,239
Public Funds:
18.3% Equity - Exchange:
9.3% Cash:
25.3% Corporate - Non-Investment Grade:
9.0% Municipal Bonds:
27.0% Other:
11.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $239,703,818 | 18.3% |
| Equity - Exchange | $121,816,694 | 9.3% |
| Cash | $331,393,803 | 25.3% |
| Corporate - Non-Investment Grade | $117,887,124 | 9.0% |
| Municipal Bonds | $353,661,371 | 27.0% |
| Other | $145,394,120 | 11.1% |
| Total | $1,309,856,930 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST MATRIX | SIGNAL SIGNAL | UICXKC92W | WDZ | 12.04% | $28,563,823 |
| EAGLE OAK WAVE | ALPHA ATLAS | UJE646VH7 | BVZGI | 4.12% | $113,409,716 |
| VERTEX LEGACY | FOCUS VERTEX | GAG7MT2AE | HJAJN | 9.05% | $47,515,880 |
| CATALYST BEACON MERIDIAN | CATALYST MATRIX | 8IXAYUHVN | LXMW | 10.22% | $67,122,137 |
| NORTH BEACON | PATHWAY RADIAL | N86PYO1C6 | EYY | 11.67% | $7,111,186 |
| FOCUS MERIDIAN PEAK | HORIZON CATALYST | UQT02M0SF | TVB | 12.58% | $118,265,991 |
| DELTA MERIDIAN MATRIX | FOCUS BRIDGE | 09SYWZHXH | WZO | 11.12% | $4,195,310 |
| ZENITH CAPITAL PATHWAY | FRONTIER MOMENTUM | M0ZUASUOU | LFP | 10.18% | $108,495,075 |