Ella
Debolt

Cornerstone Wealth Management, LLC

CRD#7745850
Investment Advisor
in Marietta, GA

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About this Advisor

Ella Debolt is a financial advisor based in Marietta, Georgia, working with Cornerstone Wealth Management, LLC. Ella has previously held positions at Lpl Financial LLC, Rebel Club Oxford, Tango'S Patio And Kitchen, Nashville Pizza Company, University Of Mississippi, Fred J Page High School, Fred J Page Middle School, and Cornerstone Wealth Management, LLC. Ella has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Ella is part of Cornerstone Wealth Management, LLC, which operates out of Marietta, Georgia. The firm has 41 offices and 148 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Cornerstone Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

115 Roswell Rd. Unit 102
Marietta, GA 30062

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Cornerstone Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,295,074,554

GA Average: $11,469,110,461
Total Number of Employees

148

GA Average: 458
Total Number of Accounts

16,986

GA Average: 33,415
Average Account Size

$193,988

GA Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Ella Debolt Work History

2024 - Present (0 year)

Cornerstone Wealth Management, LLC

2024 - Present (0 year)

Cornerstone Wealth Management, LLC

2023 - Present (1 year)

Lpl Financial LLC

2023 - Present (1 year)

Cornerstone Wealth Management, LLC

2023 - 2023 (< 1 year)

Cornerstone Wealth Management, LLC

2022 - 2023 (1 year)

Rebel Club Oxford

2020 - 2021 (1 year)

Tango'S Patio And Kitchen

2019 - 2023 (4 years)

University Of Mississippi

2017 - 2022 (5 years)

Nashville Pizza Company

2015 - 2019 (4 years)

Fred J Page High School

2013 - 2015 (2 years)

Fred J Page Middle School

Disclosures

Please visit the SEC profile of Ella Debolt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cornerstone Wealth Management, LLC

Gabrielle Keifer
Saint Peters, MO
James Schmidt
Mchenry, IL
Laura Fenton
Saint Louis, MO
Rachel Hobbs
Joplin, MO
Alison Hadzic
Chesterfield, MO
Jeffrey Edwards
Yukon, OK
Matthew Schellman
Saint Louis, MO
Trevor Davis
Saint Peters, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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