Cornerstone Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Cornerstone Wealth Partners reports 429 individuals. Of its assets, 100.0% ($146M across 1,273 accounts) are managed with discretion. It advised 1,105 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 429 | $146M | 100.0% | $340K |
| Total | 429 | $146M | 100% | $340K |
- Clients
- 429
- Regulatory AUM
- $146M
- AUM share
- 100.0%
- Avg. per client
- $340K
Total
- Clients
- 429
- Regulatory AUM
- $146M
- AUM share
- 100%
- Avg. per client
- $340K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1,105
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Cornerstone Wealth Partners is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Consultation
- Initial consultation and analysis fees range from $100 to $10,000 by complexity; ongoing financial consulting is an annual flat fee of $100 to $10,000, collected in advance.
Evan Vanderwey owns 75% or more of Cornerstone Wealth Partners. The leadership team of Cornerstone Wealth Partners includes President Evan Vanderwey and Chief Compliance Officer Joshua Vandyke. It has 15 employees, 8 of them in advisory roles.
Staff
- 15 employees
- 8 in advisory functions
- 8 state-registered reps
- 2 insurance agents
- Owns 75% or more of Cornerstone Wealth Partners, LLC
Evan Vanderwey
Control person · since January 2008
Cornerstone Wealth Partners’ regulatory assets grew Infinity× from $0 (March 2024) to $146M (August 2026); employees rose from 14 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $146M | 429 | 15 | 5 |
| Apr 2025April 2025 | $12.8M | 59 | 14 | 4 |
| Mar 2024March 2024 | $0 | 0 | 14 | 4 |
Besides its headquarters, Cornerstone Wealth Partners has 4 offices (1 private residence, listed without an address), with 4 listed addresses across 2 states.
Michigan · 3 listed addresses
- 2525 Jolly Road, Suite 200, OkemosHQ
- 1600 East Beltline Ne, Grand Rapids
- 5751 Byron Center Ave, Wyoming
Georgia · 1 listed address
- 4000 Hayes Square, Peachtree City
Contact and registration details
- Legal name
- Cornerstone Wealth Partners, LLC
- Headquarters
- 2525 Jolly Road, Suite 200, Okemos, MI 48864
- Phone
- 517-381-3450
- @cornerstone-wealth-partners-llc
- SEC file
- 801-129835
- Structure
- Michigan LLC
- Fiscal year end
- December
Cornerstone Wealth Partners’ named custodian for separately managed accounts is Altruist ($146M). Cornerstone Wealth Partners does not have custody of client assets.
- AltruistAltruist Financial LLC · Culver City, CA · $146M100%
At year end, Cornerstone Wealth Partners’ separately managed accounts were mostly in stocks (98%). Its reported 13F holdings for the quarter ended 30 June 2026 total $215M across 17 positions; the largest are American Centy ETF TR (29.5%), American Centy ETF TR (12.2%) and American Centy ETF TR (11.8%).
What the accounts hold
- Stocks98%
- Cash2%
How many clients does Cornerstone Wealth Partners have?
Cornerstone Wealth Partners has 429 clients and manages $146 million for them, as of August 2026. They include 429 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 August 2026
What services does Cornerstone Wealth Partners offer?
Cornerstone Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Cornerstone Wealth Partners use?
Cornerstone Wealth Partners’ separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $146M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 August 2026
How many financial advisors does Cornerstone Wealth Partners have?
Cornerstone Wealth Partners has 8 investment adviser representatives registered with state securities authorities, out of 15 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cornerstone Wealth Partners invest in?
At the end of its last fiscal year, Cornerstone Wealth Partners’ separately managed accounts held 98% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cornerstone Wealth Partners?
Cornerstone Wealth Partners’ direct owner is Evan Vanderwey (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 August 2026
How does Cornerstone Wealth Partners get paid?
Cornerstone Wealth Partners is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cornerstone Wealth Partners?
Cornerstone Wealth Partners’ main office is at 2525 Jolly Road, Suite 200, Okemos, MI 48864. Its phone number is 517-381-3450. Its website is cornerstonewealthpartners.com.
