Cornerstone Wealth Advisors, Inc. (CWA) is a Registered Investment Advisory Firm providing wealth management services to affluent families, professionals, business owners, executives and retirees who need a game plan for the second half of their lives and a coach to help them navigate the pitfalls of retirement.
View Top Employees from Cornerstone Wealth Advisors Inc| Website | http://www.cwainvestors.com |
| Revenue | $3 million |
| Employees | 11 (11 on RocketReach) |
| Founded | 2010 |
| Address | 1808 Aston Avenue Suite 150, Carlsbad, California 92008, US |
| Phone | (760) 476-2772 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Competitors | Bayntree Wealth Advisors, Legacy Wealth Partners LLC, Seamount Financial Group, Inc., Selkirk Wealth Advisors, LLC, Wealth Planning Network |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
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Cornerstone Wealth Advisors Inc Questions
The Cornerstone Wealth Advisors Inc annual revenue was $3 million in 2024.
11 people are employed at Cornerstone Wealth Advisors Inc.
Cornerstone Wealth Advisors Inc is based in Carlsbad, California.
The NAICS codes for Cornerstone Wealth Advisors Inc are [5239, 52, 52393, 523].
The SIC codes for Cornerstone Wealth Advisors Inc are [62, 628].
Top Cornerstone Wealth Advisors Inc Employees
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32
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11
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24
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ViewAmanda Moore
Resident in Financial Planning at Cornerstone Wealth Advisors Inc
Greenville, South Carolina, United States31 -
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Alex Clark
Investment Advisor Representative at Cornerstone Wealth Advisors Inc
Mission Viejo, CA, US11 -
ViewCrissman Crombie
Financial Advisor at Cornerstone Wealth Advisors Inc
Waxahachie, Texas, United States11
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