| Name | Title | Ownership | Since |
|---|---|---|---|
| Evan Gene Vanderwey Control | President/Managing Member | Over 75% | 2008 |
| Joshua Vandyke Control | Chief Compliance Officer | Under 5% | 2024 |
Cornerstone Wealth Partners, LLC reports $12.8 million in regulatory assets under management on its Form ADV.
Cornerstone Wealth Partners, LLC reports 14 employees.
Cornerstone Wealth Partners, LLC is based in Okemos, MI and has been SEC-registered since 2024.
Cornerstone Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $12.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $12.8M |