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CORNERSTONE WEALTH PARTNERS, LLC
CRD 146602File 801-129835
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.