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CORNERSTONE WEALTH PARTNERS, LLC
CRD 146602File 801-129835
APPROVED
Retail clients
Disclosure events
Filing as of Aug 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$145.9M
Bottom 25% of cohort (national)
Discretionary AUM
$145.9M
Clients
429
1,273 accounts
Employees
15
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 4, 2024
- Principal office
- 2525 JOLLY ROAD, SUITE 200, OKEMOS, MI, 48864
- Phone
- 517-381-3450
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $145.9M
- Discretionary AUM
- $145.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,273
- Non-discretionary accounts
- 0
- Total accounts
- 1,273
- AUM per client
- $340K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 429 | $145.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — COADVISOR FEES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D3
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2026 | Clients | 59 | 429 | increased by370 |
| Apr 1, 2026 | AUM | $12,769,267 | $145,905,522 | increased by$133,136,255 |
| Apr 1, 2026 | Accounts | 138 | 1,273 | increased by1,135 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORNERSTONE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORNERSTONE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.