Cornerstone Wealth Partners, LLC

RIASEC RegisteredEst. 2024

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 describes itself as a capital allocator and offers comprehensive advisory services including financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, selection of outside advisers, and educational seminars. Its fee arrangements include percentage-of-AUM billing alongside fixed fees and other fee structures. Cornerstone does not position itself as an ESG investor. SEC registration is listed as 2024 and ownership is held by an individual. The firm provides both portfolio implementation and advisor-of-advisors services, which suggests a mix of internally managed strategies and allocations to third-party managers.