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CORNERSTONE WEALTH PARTNERS, LLC
CRD 146602 · SEC 801-129835
2525 JOLLY ROAD, SUITE 200, OKEMOS, MI, 48864, United States
Phone
517-381-3450
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$145.9M
Discretionary AUM
$145.9M
Team
15 total employees; 8 advisory reps; 1105 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; COADVISOR FEES
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 429 | $145.9M |
States served
AZ, CA, CO, GA, IL, IN, IA, MD, MI, NY, NC, OH, OK, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD