Cornerstone Wealth Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

327

Total plan assets

$3.9M

Filings (rows)

Direct comp

$19K

Indirect comp

Showing only "CORNERSTONE WEALTH MANAGEMENT"

View all 5 variants aggregated →

CORNERSTONE WEALTH GROUP24 CORNERSTONE WEALTH ADVISORS13 CORNERSTONE WEALTH STRATEGIES8 CORNERSTONE WEALTH6 CORNERSTONE WEALTH MANAGEMENT2

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Bennett Construction, Inc. BRT Retirement Savings Plan · all filings	OKLAHOMA CITY, OK	Advisor / Consultant	171	$2.3M	$11K	$0
SLIM Chickens Development Corp. LLC SLIM Chickens 401(k) Profit Sharing Plan · all filings	FAYETTEVILLE, AR	Advisor / Consultant	156	$1.6M	$8K	$0