CORNERSTONE WEALTH PARTNERS, LLC

OKEMOS, Michigan·2 registered advisors·CRD# 146602

SEC# 801-1298353517-381-3450

01

Firm Overview

AUM

$750

Regulatory assets under management

Employees

14

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Compensation

Percentage of AUM

Subscription fees

Other: COADVISOR FEES

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CORNERSTONE WEALTH PARTNERS, LLC

2 registered advisors

Evan Gene Vanderwey

OKEMOS, Michigan

OKEMOS, Michigan

05

Office Locations

OKEMOS, Michigan

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Data sourced from SEC Form ADV filings. CORNERSTONE WEALTH PARTNERS, LLC (CRD# 146602) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.