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 SEC-registered in 2024. The firm serves individual and family clients and describes itself as a capital allocator that both manages portfolios and sources external managers. Its fee arrangements include percentage-of-AUM fees along with fixed and other fee structures. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or business clients, selection of other advisers, and client education through seminars and workshops. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser.
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 12
Joshua Vandyke
Investor CoachCRD 7092244
Evan Vanderwey
AdvisorCRD 5502074
Steven Vanderwey
AdvisorCRD 5502082
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$430M in ETFs
6%
$25.4M
94%
$405M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US SMALL CAP VALUE ETF (AVUV) | Avantis | Active | Small Value | $63.4M | 508,262 | 14.74% |
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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