Cornerstone Wealth Partners, LLC

Overview

Cornerstone Wealth Partners, LLC is an SEC registered investment adviser based in Okemos, MI, registered since 2008. It reports $146M in assets under management across 1,273 accounts, with 15 employees. It has 12 investment adviser representatives.

Reported AUM

$146M

Discretionary

100%

Accounts

1,273

Average account

$115K

Employees

15

Advisory reps

12

Registered since

2008

Jurisdictions

21

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Individuals

Fee structure

Fixed Fees, Other Fees and Percentage of Assets

Executive officers 2 of 2

• Evan Gene Vanderwey President, Managing Member CRD 5502074
• Joshua Vandyke Chief Compliance Officer CRD 7092244

Advisory reps 3 of 12

• Maxwell Beals Investment Adviser Rep CRD 8306356
• Samuel DeGoffau Investment Adviser Rep CRD 8307174
• Brian Johnson Investment Adviser Rep CRD 8269107

9 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2525 Jolly Rd Ste 200
Okemos, MI 48864

County

Ingham

Metro area

Lansing-East Lansing, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 21 jurisdictions
• Website: cornerstonewealthpartners.com

Every state, with registration dates

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