Cornerstone Wealth Partners, LLC
● SEC registered since 2024CRD 146602SEC# 801-129835Okemos, MI
Reg. AUM
$145.9M
Employees
15
Accounts
1,273
Location
Okemos, MI
Cornerstone Wealth Partners, LLC assets under management
Cornerstone Wealth Partners, LLC operates as an SEC-registered investment adviser based in Okemos, MI. The firm has been registered since 2024. It reports $145.9 million in regulatory assets under management and employs 15 people.
Cornerstone Wealth Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Evan Gene Vanderwey Control | President/Managing Member | Over 75% | 2008 |
| Joshua Vandyke Control | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Cornerstone Wealth Partners, LLC manage?
Cornerstone Wealth Partners, LLC reports $145.9 million in regulatory assets under management on its Form ADV.
How many employees does Cornerstone Wealth Partners, LLC have?
Cornerstone Wealth Partners, LLC reports 15 employees.
Where is Cornerstone Wealth Partners, LLC located?
Cornerstone Wealth Partners, LLC is based in Okemos, MI and has been SEC-registered since 2024.
Does Cornerstone Wealth Partners, LLC disclose fund performance?
Cornerstone Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2525 Jolly Road, Suite 200, Okemos, MI 48864 |
| Phone | 517-381-3450 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$145.9M▲ 1043%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$145.9Mregulatory AUM
Discretionary $145.9M