Cornerstone Wealth Group, LLC Information
Summary
Cornerstone Wealth Group, LLC is a private company. The company currently specializes in the Financial Services area. The position of the CEO is occupied by Craig A. Rubrecht. Its headquarters is located at Cornelius, North Carolina, USA. The number of employees ranges from 25 to 100. The annual revenue of Cornerstone Wealth Group, LLC varies between 5.0M and 25M. To connect with Cornerstone Wealth Group, LLC employee register on SignalHire.
Organization Website | cwgadvisors.com |
Social Links |    |
Phone Number | 704-987-3410 |
Industries | |
Headquarters Location | 16810 Kenton Drive, Huntersville, NC, 28078 US |
Employees Size | 10-50 employees |
Specialties | Retirement distribution strategies, Corporate benefit solutions, Active investment management/ Asset allocation, Estate and Tax planning strategies, Financial Planning, retirement planning, investment management, wealth managemnet |
SIC Code | 6199, 6189, 6282 |
DMA Code | Charlotte Metropolitan Area |
Founded | 2001 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2002 | Privately Held | 25 - 100 | 14.1M | $25M | |
| 2003 | Privately Held | 250 - 500 | 26.1M | $350K | |
| 1993 | Privately Held | 100 - 250 | 29M | $2M | |
| 2001 | Privately Held | 100 - 250 | 15.7M | $0 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Length of Employment
Employee tenure at Cornerstone Wealth Group, LLC shows a diverse range of experience levels:
14% for 1–2 years11% for 3–4 years11% for 5–7 years21% for 8–10 years43% have over 11 years of service at Cornerstone Wealth Group, LLCEx-employees positions
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