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CORNERSTONE WEALTH PARTNERS, LLC

OKEMOS, MI · CRD 146602 · IAPD ↗ · 517-381-3450

$145.9MRegulatory AUM
8Advisory reps
15Employees
1105Clients
1-10Planning clients
0Private funds
21States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — CORNERSTONE WEALTH PARTNERS, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — CORNERSTONE WEALTH PARTNERS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — CORNERSTONE WEALTH PARTNERS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — CORNERSTONE WEALTH PARTNERS, LLC reported RAUM up 1043% ($12.8M -> $145.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
December 2025 — CORNERSTONE WEALTH PARTNERS, LLC notice-filed in MD, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2024 — CORNERSTONE WEALTH PARTNERS, LLC (OKEMOS, MI) is newly SEC-registered with $0 RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.