CORNERSTONE WEALTH PARTNERS, LLC

Adviser information for CORNERSTONE WEALTH PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Michigan, United States

Employees

Total Number of Employees 14
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 8
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 1176
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMFixed feesCOADVISOR FEES

Identifiers

SEC RIA File Number 801-129835
SEC ERA File Number 801-129835
SEC CIK Numbers None
SEC CRD Numbers 146602
Legal Entity Identifier None

Principal Office

2525 JOLLY ROAD, SUITE 200
OKEMOS
MI
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 517-381-3450, Fax: None

Chief Compliance Officer

EVAN VANDERWEY
PRESIDENT
2525 JOLLY ROAD
SUITE 200
OKEMOS
MI
United States
Tel: (616) 458-6480
(Full email address available in API data)

Regulatory Contact

JOSH VANDYKE
INVESTOR COACH
2525 JOLLY ROAD
SUITE 200
OKEMOS
MI
United States
Tel: 616-550-9461
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
VANDERWEY, EVAN, GENE Individual PRESIDENT/MANAGING MEMBER/CCO 01/2008 > 75%

No. Employees, Historic

201002024202514 on 3/5/202414 on 3/29/2024