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Des Peres, MO Office

Team
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Cornerstone Wealth Management, LLC logo

Cornerstone Wealth Management, LLC

Multi-team

Firm-wide stats for Cornerstone Wealth Management, LLC

Total advisors

89

Across 43 offices

Clients per advisor

140 Very High

Avg AUM per client

$386,247 Low

HNW client ratio

28% High

About

Cornerstone Wealth Management serves a broad mix of individuals, high-net-worth clients, corporations, retirement plans and other advisers with asset management, financial planning, retirement consulting and third‑party manager referrals. The firm reports $4.93 billion in discretionary assets under management as of 12/31/2025 and supports 12,454 clients through a team of 93 advisors and multiple operating DBAs.

The firm emphasizes continuous, tailored account supervision and uses a mix of fundamental, quantitative and qualitative analysis across individual securities, mutual funds, ETFs and fixed‑income strategies, with periodic rebalancing and at least annual account reviews. Cornerstone also delivers advice through several LPL‑sponsored advisory programs (GWP, MAS, OMP, PWP, MWP), offers ERISA‑compliant retirement plan consulting and may serve in discretionary or non‑discretionary capacities depending on client agreements.

Noteworthy features in the brochure include a relatively large client base per advisor — about 134 clients per advisor based on reported figures — and an operational model that leverages multiple DBAs (for example, Triada Advisors, Stone 8 Wealth Management, Vine Wealth Management) and LPL platform services to scale. The firm discloses that many representatives are dually registered with LPL, may receive transition assistance and insurance or trust‑referral compensation (e.g., referrals to Visible National Trust and insurance commissions), arrangements the brochure identifies as potential conflicts of interest and that the firm seeks to manage through disclosures and policies.

Based on Cornerstone Wealth Management, LLC

Expertise

Charitable giving & philanthropy

Based on Cornerstone Wealth Management, LLC

Occupation focus

Founder/Business Owner Retired

Based on Cornerstone Wealth Management, LLC

Location

13358 Manchester Rd

Des Peres MO 63131

Advisors at this office

21

Advisors at this office

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Benjamin T

Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Benjamin Toben is a financial advisor with Cornerstone Wealth Management, LLC in Des Peres, MO, holding a Series 66 credential and bringing 16 years of industry experience. He has been with Cornerstone Wealth Management and associated with LPL Financial since 2016. Outside of his advisory role, Toben serves on the Board of Aldermen for the City of Manchester and has been a mayoral candidate. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans, managing $4.93 billion in discretionary assets. The firm employs a mixed investment approach combining fundamental, quantitative, and qualitative analysis, with regular account reviews and rebalancing, and offers services through multiple LPL-sponsored advisory programs.

Charitable giving & philanthropy Founder/Business Owner Retired
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Eric A

CFP®, Series 63, Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Eric Anderhub is a financial advisor at Cornerstone Wealth Management, LLC with 28 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Anderhub has been with Cornerstone Wealth Management and LPL Financial since 2016. Cornerstone Wealth Management serves a broad mix of individuals, high-net-worth clients, corporations, retirement plans, and other advisers, offering asset management, financial planning, retirement consulting, and third-party manager referrals. The firm uses a combination of fundamental, quantitative, and qualitative analysis and provides tailored account supervision through various LPL-sponsored advisory programs and ERISA-compliant retirement plan consulting.

Charitable giving & philanthropy Founder/Business Owner Retired
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Andrew L

CFP®, Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Andrew Lohmeyer is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Cornerstone Wealth Management, LLC since 2012 and is also affiliated with LPL Financial. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers with asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and uses a mix of fundamental, quantitative, and qualitative analysis across multiple investment strategies.

Charitable giving & philanthropy Founder/Business Owner Retired
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Ashley C

Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Ashley Cross is a financial advisor at Cornerstone Wealth Management, LLC with a Series 66 credential and two years of industry experience. Prior to joining Cornerstone in 2024, Ashley worked at LPL Financial from 2022 and Edward Jones from 2015 to 2022. Cornerstone Wealth Management serves a diverse clientele including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages $4.93 billion in discretionary assets and emphasizes tailored account supervision using a mix of fundamental, quantitative, and qualitative analysis across various investment strategies.

Charitable giving & philanthropy Founder/Business Owner Retired
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Gabrielle K

Series 65, Series 63

Des Peres, MO

Cornerstone Wealth Management, LLC

Gabrielle Keifer is a financial advisor at Cornerstone Wealth Management, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and Franklin Distributors, LLC. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages $4.93 billion in discretionary assets and employs a team-based approach using fundamental, quantitative, and qualitative analysis across various investment vehicles with ongoing account supervision and periodic reviews.

Charitable giving & philanthropy Founder/Business Owner Retired
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John W

CFP®, Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

John Wehmer is a CFP® credentialed advisor with 19 years of industry experience. He has been with Cornerstone Wealth Management, LLC since 2016 and is also associated with LPL Financial. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisers with asset management, financial planning, and retirement consulting. The firm manages nearly $5 billion in discretionary assets and employs a mix of fundamental, quantitative, and qualitative analysis across various investment vehicles, providing tailored account supervision and periodic rebalancing.

Charitable giving & philanthropy Founder/Business Owner Retired
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George W

CFP®, Series 63, Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

George Walker Jr. is a CFP® with 44 years of industry experience, currently serving at Cornerstone Wealth Management, LLC since 2012. He maintains a dual affiliation with LPL Financial and holds Series 63 and Series 66 licenses. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm combines advisor-led discretionary management with various LPL-sponsored programs and integrates multiple portfolio management approaches tailored to client goals.

Charitable giving & philanthropy Founder/Business Owner Retired
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Daniel S

Series 63, Series 65

Des Peres, MO

Cornerstone Wealth Management, LLC

Daniel Smith is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Lincoln Financial Distributors Inc. and LPL Financial. Outside of his advisory work, he jointly owns a vacation property in Panama City Beach, Florida. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand operating model that leverages LPL platform programs and technology to deliver tailored investment advice and manage a high client load across its 91 advisors.

Charitable giving & philanthropy Founder/Business Owner Retired
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Matthew S

Series 63, Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Matthew Schellman is a financial advisor with Cornerstone Wealth Management, LLC in Des Peres, MO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2013. Outside of his advisory role, he operates The Schellman Group, LLC, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting, utilizing a combination of in-house advisors, third-party portfolio managers, and algorithm-driven models to tailor investment advice to client goals.

Charitable giving & philanthropy Founder/Business Owner Retired
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Mark B

Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Mark Beckrich is a financial advisor at Cornerstone Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Cornerstone Wealth Management and LPL Financial since 2012. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model utilizing LPL platform programs and technology to support a high client load across its 91 advisors.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Brian B

Series 63, Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Brian Boehle is a financial advisor with Cornerstone Wealth Management, LLC, based in Des Peres, MO. He holds Series 63 and Series 66 credentials and has 26 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2015. Cornerstone Wealth Management serves a broad client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a combination of fundamental, quantitative, and qualitative analysis with continuous, tailored account supervision and supports over 12,000 clients through a team of 93 advisors.

Charitable giving & philanthropy Founder/Business Owner Retired
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Christopher S

CFP®, Series 63

Des Peres, MO

Cornerstone Wealth Management, LLC

Christopher Swenson is a CFP® professional with 30 years of experience in the financial services industry. He has been with Cornerstone Wealth Management, LLC since 2013 and previously worked at Edward Jones for 14 years. He is also involved in investment advisory activities through related business entities. Cornerstone Wealth Management serves a diverse client base, including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis to manage portfolios and supports over 12,000 clients with more than $4.9 billion in discretionary assets under management.

Charitable giving & philanthropy Founder/Business Owner Retired
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Laura F

Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Laura Fenton is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 credential and nine years of industry experience. She has worked at Cornerstone Wealth Management and LPL Financial since 2014. In addition to her advisory role, she manages Fenton Financial Group, a business entity for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model and integrates advisor-led discretionary management with LPL-sponsored programs and technology to support a large client base.

Charitable giving & philanthropy Founder/Business Owner Retired
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Leslie G

Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Leslie Garrison is a financial advisor at Cornerstone Wealth Management, LLC, holding a Series 66 designation with four years of industry experience. Prior to joining Cornerstone, Leslie worked at Buckingham Strategic Wealth from 2015 to 2018. Leslie has been associated with LPL Financial and Cornerstone Wealth Management since 2018. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting, utilizing a combination of advisor-led management and LPL-sponsored programs to tailor investment advice to client goals.

Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Mark M

Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Mark Minton is a financial advisor at Cornerstone Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with Cornerstone and LPL Financial since 2012. Outside of his advisory role, he is involved with Comprehensive Benefits LLC, an insurance agency that sells Medicare-related plans. Cornerstone Wealth Management serves a broad client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting through advisor-led discretionary management and various LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Charitable giving & philanthropy Founder/Business Owner Retired
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