{"url":"https://nivawealth.com/firms/cornerstone-wealth-partners-146602","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/146602","regulatoryAum":145905522,"crd":"146602","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8306356","suffix":null,"lastName":"Beals","firstName":"Maxwell","middleName":null},{"crd":"8307174","suffix":null,"lastName":"DeGoffau","firstName":"Samuel","middleName":null},{"crd":"8269107","suffix":null,"lastName":"Johnson","firstName":"Brian","middleName":null},{"crd":"7087491","suffix":null,"lastName":"Moerdyk","firstName":"Mark","middleName":"William"},{"crd":"8022913","suffix":null,"lastName":"Richline","firstName":"Joshua","middleName":null},{"crd":"8211553","suffix":null,"lastName":"Stump","firstName":"Nathan","middleName":"D"},{"crd":"7288692","suffix":null,"lastName":"THOMSON","firstName":"JOSHUA","middleName":"W"},{"crd":"5502074","suffix":null,"lastName":"VANDERWEY","firstName":"EVAN","middleName":"GENE"},{"crd":"5502082","suffix":null,"lastName":"VANDERWEY","firstName":"STEVEN","middleName":"SIDNEY"},{"crd":"7092244","suffix":null,"lastName":"VANDYKE","firstName":"JOSHUA","middleName":null},{"crd":"7364966","suffix":null,"lastName":"Whelan","firstName":"Timothy","middleName":"Stafford"},{"crd":"7268659","suffix":null,"lastName":"WIARDA","firstName":"WILLIAM","middleName":"A."}],"total":12,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-03-29","regulatoryAum":0,"clients":0,"employees":14,"offices":4},{"filedOn":"2025-04-18","regulatoryAum":12769267,"clients":59,"employees":14,"offices":4},{"filedOn":"2026-08-20","regulatoryAum":145905522,"clients":429,"employees":15,"offices":5}],"secFileNumber":"801-129835","legalName":"Cornerstone Wealth Partners, LLC","displayName":"Cornerstone Wealth Partners","slug":"cornerstone-wealth-partners-146602","website":"https://cornerstonewealthpartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/146602/ae2b08eb07639671-r1.webp","tone":"light","width":538,"height":200,"sourceUrl":"https://cornerstonewealthpartners.com/","sourceLabel":"Cornerstone Wealth Partners, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/cornerstone-wealth-partners-llc/","founded":null,"organization":"Michigan limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2525 Jolly Road, Suite 200","city":"Okemos","state":"MI","stateName":"Michigan","country":"United States","postalCode":"48864"},"tradeNames":[],"registration":{"secApproved":"4 April 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":340106.11188811186,"staff":{"employees":15,"advisory":8,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":145905522,"discretionary":145905522,"discretionaryAccounts":1273,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1105},"clientTypes":[{"label":"Individuals (other than HNW)","clients":429,"regulatoryAum":145905522}],"feePrograms":[{"role":"other","program":"Financial Consultation","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036829","versionId":1036829,"submittedOn":"2026-03-31","documentName":"CORNERSTONE WEALTH PARTNERS - ADV PART 2A 2026.03"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T13:43:23.936196+00:00","documents":[{"name":"CORNERSTONE WEALTH PARTNERS - ADV PART 2A 2026.03","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036829","versionId":1036829,"submittedOn":"2026-03-31"}]},"custodians":[{"name":"Altruist Financial LLC","shortName":"Altruist","location":"Culver City, CA","smaAssets":145905522}],"custodyNote":"Cornerstone Wealth Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Evan Vanderwey","title":"President/Managing Member","crd":"5502074"},{"name":"Joshua Vandyke","title":"Chief Compliance Officer","crd":"7092244"}],"ownership":[{"label":"Evan Vanderwey","detail":"President/managing member in the 75% or more ownership band and a control person, since January 2008."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":1},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"Georgia","offices":1,"addresses":[{"street":"4000 Hayes Square","city":"Peachtree City"}]},{"state":"Michigan","offices":3,"addresses":[{"street":"2525 Jolly Road, Suite 200","city":"Okemos","headquarters":true},{"street":"1600 East Beltline Ne","city":"Grand Rapids"},{"street":"5751 Byron Center Ave","city":"Wyoming"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"517-381-3450","stateRegisteredReps":8,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":98},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"20 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/146602/PDF/146602.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036829","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Cornerstone Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cornerstone Wealth Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Cornerstone Wealth Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cornerstone Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cornerstone Wealth Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cornerstone Wealth Partners?","answer":"Cornerstone Wealth Partners’ direct owner is Evan Vanderwey (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 20 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cornerstone Wealth Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Cornerstone Wealth Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 20 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/cornerstone-wealth-partners-146602/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-03","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2109292/000199937126016800/0001999371-26-016800-index.html","totalValue":215136586,"positionCount":17,"top10Share":0.93341468196395,"top10":[{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":63410810,"shares":508262,"shareType":"SH","priorValue":51686780,"priorShares":467881},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVAN US SMAL ETF","cusip":"025072323","value":26219444,"shares":357505,"shareType":"SH","priorValue":20347984,"priorShares":326613},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US LARGE CAP 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}