CORNERSTONE WEALTH PARTNERS, LLC
Firm details
- Headquarters
- OKEMOS, Michigan
- CRD number
- 146602
- Registered since
- April 4, 2024
- 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
FINTRXOverview
Cornerstone Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is owned by an individual and operates as a capital allocator, selecting outside managers and allocating to third‑party funds on behalf of clients. Its client focus is individual and family households, and it charges a mix of percentage‑of‑AUM and fixed fees (with other fee arrangements also used). Core advisory services include financial planning, portfolio management for individuals and small businesses as well as for institutions, manager selection, and delivering educational seminars and workshops. Cornerstone does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
3 of 10Joshua Richline
Client ServicesCRD 8022913
Timothy Whelan
Investor CoachCRD 7364966
JOSHUA VANDYKE
Investor CoachCRD 7092244
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$176M in ETFs
5%
$9.5M
95%
$167M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US SMALL CAP VALUE ETF (AVUV) | Avantis | Active | Small Value | $51.7M | 467,881 | 29.33% |
Location
OKEMOS, MI
INGHAM
Location
OKEMOS, MI
Headquartered in OKEMOS, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- INGHAM
- Address
- 2525 Jolly Rd
- Time zone
- ET (UTC-5)
- Office locations
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