Cornerstone Wealth Partners, LLC

RIASEC Registered

Total AUM

$146M

Discretionary

$146M

100% of AUM

Avg account

$115K

Accounts

1,273

Employees

Advisory reps

Firm details

Headquarters: Okemos, Michigan
CRD number: 146602
Registered since: April 4, 2024
Website: cornerstonewealthpartners.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cornerstone Wealth Partners, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm is SEC registered (registration year 2024) and is owned by an individual. Its business model emphasizes fee-based advisory services — including percentage-of-AUM billing, fixed fees and other fee arrangements — and a mix of financial planning, portfolio management for individuals/small businesses and for businesses/institutions, manager selection and client education through seminars or workshops. Cornerstone identifies as a capital allocator and sources third‑party managers for certain exposures. The firm does not position itself as an active ESG investor.