Cornerstone Wealth Management, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 164666
· SEC file 801-76973
· Des Peres, MO
· www.linkedin.com
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ADV data as of May 04, 2026
- Regulatory AUM
- $4.9B
- Discretionary
- $4.9B
- Clients
- 12,691
- Avg AUM / client
- $389K
- Accounts
- 20,602
- Employees
- 103
AUM over time
$0
$4.9B
Jul 2012
May 2026
Annual snapshots from Form ADV filings · as of May 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8,943 | $1.5B | 30.2% |
| High net worth individuals | 3,511 | $3.3B | 67.3% |
| Pension and profit sharing plans | 125 | $30.6M | 0.62% |
| Charitable organizations | 39 | $20.8M | 0.42% |
| Corporations and other businesses | 73 | $71.9M | 1.46% |
| Other | Fewer than 5 clients | $347K | 0.01% |
People (96)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Lee Kaplan | Member | Aug 2012 (14y) | Less than 5% | |
| Dean Andrew Millonas | Managing Member | Aug 2012 (14y) | 10% – 25% | |
| Donald Paul Aulbert | Member | Aug 2012 (14y) | Less than 5% | |
| Gregory Alan Shoemaker | Managing Member | Aug 2012 (14y) | 25% – 50% | |
| Joseph Michael Keifer | Managing Member | Aug 2012 (14y) | 25% – 50% | |
| Thomas Shaw Gooden | Chief Compliance Officer & Member | Oct 2012 (14y) | Less than 5% | |
| Christopher Jon Swenson | Member | CFP | Aug 2013 (13y) | Less than 5% |
| Patrick John Lodes | Member | Apr 2014 (12y) | 5% – 10% | |
| Torrence, Karen, Anne | Member | Apr 2014 (12y) | Less than 5% | |
| John Henry Wehmer | Member | CFP | Aug 2016 (10y) | Less than 5% |
| Bao, Liyin | Member | Apr 2022 (4y) | Less than 5% | |
| Howard, John, Joseph | Member | Apr 2022 (4y) | Less than 5% | |
| Leslie Karen Garrison | Member | Apr 2022 (4y) | Less than 5% | |
| Naveed, Khurram | Member | Apr 2022 (4y) | Less than 5% | |
| William Lee Friebel | Member | CFP | Apr 2022 (4y) | Less than 5% |
| Jimmy Allen Enlow | Registered representative | Aug 2012 (14y) | ||
| Thomas John Sontag | Registered representative | Aug 2012 (14y) | ||
| George William Walker | Registered representative | CFP | Aug 2012 (14y) | |
| Mark Evan Beckrich | Registered representative | Aug 2012 (14y) | ||
| Mark Walker Minton | Registered representative | Aug 2012 (14y) | ||
| Sandra Marie Callier | Registered representative | Aug 2012 (14y) | ||
| Derrick Stanley Casey | Registered representative | Oct 2012 (14y) | ||
| Andrew Dale Lohmeyer | Registered representative | CFP | Oct 2012 (14y) | |
| Erik Eugene Thompson | Registered representative | CFP | Jan 2013 (14y) | |
| Christopher Roy Clayton | Registered representative | Jan 2013 (14y) | ||
| Brian Denver Dixon | Registered representative | Jan 2013 (14y) | ||
| Ronald Linwood Bell | Registered representative | Mar 2013 (13y) | ||
| John Russell Perry | Registered representative | CFP | May 2013 (13y) | |
| Robert Hon Lung Lo | Registered representative | Jul 2013 (13y) | ||
| James Alan Schmidt | Registered representative | Jan 2014 (13y) | ||
| Matthew James Schellman | Registered representative | Jun 2014 (12y) | ||
| Michael B. Etheridge | Registered representative | Oct 2014 (12y) | ||
| Robert John Dussi | Registered representative | CFP | Oct 2014 (12y) | |
| James Robert Schmidt | Registered representative | Oct 2014 (12y) | ||
| Christopher Scott Anderson | Registered representative | Nov 2014 (12y) | ||
| Mark Christopher Deprospero | Registered representative | Nov 2014 (12y) | ||
| Patrick Joseph Doyle | Registered representative | CFP | Jan 2015 (12y) | |
| Carlisle Hopewood Mott | Registered representative | Mar 2015 (11y) | ||
| Charles Richard Eller | Registered representative | May 2015 (11y) | ||
| Matthew Lee Rufkahr | Registered representative | Jul 2015 (11y) | ||
| Vondal Radean Davidson | Registered representative | Aug 2015 (11y) | ||
| Marshall Rockton Rains | Registered representative | Sep 2015 (11y) | ||
| Dean Earl West | Registered representative | Dec 2015 (11y) | ||
| Nathan Paul Morse | Registered representative | Dec 2015 (11y) | ||
| Brian Lee Boehle | Registered representative | Jan 2016 (11y) | ||
| Calvin Amandus Neeman | Registered representative | Apr 2016 (10y) | ||
| Matthew Alan Fall | Registered representative | May 2016 (10y) | ||
| Eric Xavier Anderhub | Registered representative | Jun 2016 (10y) | ||
| Timothy Pierce Ward | Registered representative | Aug 2016 (10y) | ||
| Benjamin Gregory Toben | Registered representative | Sep 2016 (10y) | ||
| Taysha Colvin Patterson | Registered representative | Oct 2016 (10y) | ||
| Curtis Randall Green | Registered representative | Nov 2016 (10y) | ||
| Lori Lynn Wray | Registered representative | Dec 2016 (10y) | ||
| William Sam Kallaos | Registered representative | Mar 2017 (9y) | ||
| Louis Earl Wray | Registered representative | Mar 2017 (9y) | ||
| Kevin Warren Yingst | Registered representative | Mar 2017 (9y) | ||
| Simon Paul Pockrus | Registered representative | Sep 2017 (9y) | ||
| Dale Gerard Huber | Registered representative | Nov 2017 (9y) | ||
| Benjamin Carlton Cauthorn | Registered representative | Nov 2017 (9y) | ||
| Eric Shannon Smith | Registered representative | CFP | Feb 2018 (8y) | |
| John Russell Fletcher Gore | Registered representative | Feb 2018 (8y) | ||
| Laura Ann Fenton | Registered representative | May 2018 (8y) | ||
| Larry Bridwell | Registered representative | Jul 2018 (8y) | ||
| Thomas Casey Loper | Registered representative | Dec 2018 (8y) | ||
| Gabriel Silva | Registered representative | Jan 2019 (8y) | ||
| Bruce William Clemens | Registered representative | Apr 2019 (7y) | ||
| Aaron Drew Thompson | Registered representative | Apr 2019 (7y) | ||
| Alison Dawn Hadzic | Registered representative | CFP | Dec 2019 (7y) | |
| Nikola Krickovic | Registered representative | Jul 2020 (6y) | ||
| Jordan Faerber | Registered representative | CFP | Oct 2020 (6y) | |
| Charles Paul Wray | Registered representative | May 2021 (5y) | ||
| Daniel Edward Smith | Registered representative | May 2021 (5y) | ||
| Chad Jeremy Klassen | Registered representative | May 2021 (5y) | ||
| David Charles La Rue | Registered representative | Jun 2021 (5y) | ||
| Regina Erin Crook | Registered representative | Aug 2021 (5y) | ||
| Grant Joseph Keifer | Registered representative | Aug 2021 (5y) | ||
| Julie Marie Briar | Registered representative | Feb 2022 (4y) | ||
| Trevor William Davis | Registered representative | Feb 2022 (4y) | ||
| Kevin Ray Betts | Registered representative | Mar 2022 (4y) | ||
| Elizabeth Bennett Welcher | Registered representative | Nov 2022 (4y) | ||
| Laura Patterson Strickler | Registered representative | Jul 2023 (3y) | ||
| Jacob Thomas Bridwell | Registered representative | Jul 2023 (3y) | ||
| Blake M Swenson | Registered representative | Oct 2023 (3y) | ||
| Connor Reece | Registered representative | Nov 2023 (3y) | ||
| Nicholas Andrew Tyburski | Registered representative | Nov 2023 (3y) | ||
| Gabrielle Rose Keifer | Registered representative | Feb 2024 (3y) | ||
| Rachel Elizabeth Hobbs | Registered representative | Mar 2024 (2y) | ||
| Ella Katherine Young | Registered representative | Apr 2024 (2y) | ||
| Cade Roque | Registered representative | Oct 2024 (2y) | ||
| Ashley Amber Cross | Registered representative | Nov 2024 (2y) | ||
| James Keith Mc Key | Registered representative | Dec 2024 (2y) | ||
| Kassidy Joyner | Registered representative | Jan 2025 (2y) | ||
| Jeremiah Raphael Rodriguez | Registered representative | Jan 2025 (2y) | ||
| Brooke N Wadkowski | Registered representative | Mar 2025 (1y) | ||
| Jason Wesley Benson | Registered representative | Oct 2025 (1y) | ||
| Steven Matthew Tait | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 1.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- LPL Financial $4.9B (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗