Cornerstone Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Okemos, MI. Its latest Form ADV filing, dated March 31, 2026, reports $146M in regulatory assets under management, 15 employees, 4 offices, and 1,273 accounts.
Assets Under Management
$146M
Employees
15
Offices
4 offices
Total Clients
429
Primary office
OKEMOS, MI
2525 JOLLY ROAD, SUITE 200, OKEMOS, MI, United States
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
429
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$146Mas of March 31, 2026
Discretionary100.0%
$146M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$146M
Total Accounts1,273
10Y AUM Change+$146M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee29:1
10Y Employee Change+1 (+7.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.