Cornerstone Wealth Group Revenue

Financial Services • Huntersville, North Carolina, United States • 21-50 Employees

Cornerstone Wealth Group revenue & valuation

Annual revenue	$6,604,629
Revenue per employee	$162,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$21,200,000
Total funding	No funding

Key Contacts at Cornerstone Wealth Group

Ashley White

Marketing Director

Cindy Meares

Director Of Tax Services

Craig Rubrecht

Chief Executive Officer

Company overview

Headquarters	16810 Kenton Drive, Suite 200, Huntersville, NC 28078, US
Phone number	+17049873410
Website	cwgadvisors.com
NAICS	52
SIC	641
Keywords	Investment Management, Retirement Planning, Financial Planning, Active Investment Management/ Asset Allocation, Corporate Benefit Solutions, Estate And Tax Planning Strategies, Retirement Distribution Strategies, Wealth Managemnet
Founded	2001
Employees	21-50
Socials

Cornerstone Wealth Group Email Formats

Cornerstone Wealth Group uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@cwgadvisors.com), used 61.5% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@cwgadvisors.com	61.5%
{first name}{last name}	johndoe@cwgadvisors.com	34.6%
{last name}{last name}	doedoe@cwgadvisors.com	3.8%

About Cornerstone Wealth Group

Cornerstone Wealth Group, LLC is a wealth management firm that offers comprehensive advice to individuals, families and businesses using a team-based approach. Our advisors and professional staff share a passion for helping others pursue their goals. Our unwavering commitment to independent advice, transparency and accountability fosters client relationships which last for generations. Investment advisory services offered through Cornerstone Wealth Group, LLC dba Cornerstone Wealth a SEC registered investment adviser.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Partner

Manager

Employees by Department

Cornerstone Wealth Group has 21 employees across 5 departments.

Departments

Number of employees

Funding Data

Cornerstone Wealth Group has never raised funding before.

Cornerstone Wealth Group Tech Stack

Discover the technologies and tools that power Cornerstone Wealth Group's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

Marker

Issue trackers

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

Apple iCloud Mail

Webmail

Stimulus

JavaScript frameworks

HSTS

Security

Google Analytics

Analytics

Linkedin Insight Tag

Analytics

Adobe Fonts

Font scripts

Salesforce

CRM

Frequently asked questions

Cornerstone Wealth Group is located in Huntersville, North Carolina, US.

You can reach Cornerstone Wealth Group at +17049873410.

Cornerstone Wealth Group generates an estimated annual revenue of $6,604,629. This revenue figure reflects the company's market position and business performance in its industry.

Cornerstone Wealth Group has an estimated valuation of $21,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Cornerstone Wealth Group was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

Cornerstone Wealth Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Cornerstone Wealth Group

Ashley White

Marketing Director

Cindy Meares

Director Of Tax Services

Craig Rubrecht

Chief Executive Officer

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