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Cornerstone Wealth Partners, LLC

Cornerstone Wealth Partners, LLC. CRD 146602

Cornerstone Wealth Partners, LLC logo

CRD: 146602

Cornerstone Wealth Partners, LLC

Okemos, MI, 48864
5173813450
cornerstonewealthpartners.com
$145.9M Total AUM
$145.9M Disc. AUM
-- 3Y CAGR
15 Employees
1,534 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Altruist · Truist Bank
Clients
Retail
Platforms
--
Established Date
11-19-2009
Office Locations
4

Office Locations

1600 East Beltline AVE NE Grand Rapids MI
2525 Jolly Road, Suite 200 Okemos MI
3040 State Street Peachtree City GA

About Cornerstone Wealth Partners, LLC

Cornerstone Wealth Partners is a fee-only, fiduciary RIA serving families with investor coaching events, practical financial planning, and discretionary portfolio management. The firm emphasizes academically informed, market-efficient investing—building robust portfolios rather than trying to beat the market. No account minimums; supports accounts via Altruist (and Truist Bank).

Team overview

47 AVG AGE
$18.2M AVG AUM / ADVISOR
$95.1K AVG AUM / CLIENT
4.8 yrs AVG TENURE
15 Employees
8 Advisory Reps
8 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Eagle

Custodian

Insight summit

Investment Themes

Element vector Value crest

Investment Vehicles

Beacon summit

Services

Pathway glacier Ridge vertex Zenith Beacon North quantum Value fusion

Owner & Executives

E

EVAN GENE VANDERWEY

Managing Member, Partner, President

CRD
#5502074
Ownership
75% or more
(271) 830-2407
signal.matrix@northcapital.com
in linkedin.com/in/quantum-harbor
J

JOSHUA VANDYKE

Chief Compliance Officer, Partner

CRD
#7092244
Ownership
Less than 5%
(560) 360-5576
zenith.beacon@summitcapital.com
in linkedin.com/in/momentum-north

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Contacts

M

Maxwell Beals

--

CRD
#8306356
(965) 231-5138
quantum.fusion@vitalcapital.com
in linkedin.com/in/signal-unison
S

Samuel DeGoffau

--

CRD
#8307174
(313) 977-9162
beacon.momentum@fusioncapital.com
in linkedin.com/in/insight-north
A

Alpha glacier

Optima radial focus

CRD
#86440
(328) 454-7231
ridge.matrix@summitcapital.com
in linkedin.com/in/momentum-pathway

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-08-2024
11-19-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $145,905,522 $114,615
Non-Discretionary $0 --
Total $145,905,522 $114,615

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Separately Managed Accounts

Total SMA Asset: $145,905,522

$145.9M Total SMA
Equity - Exchange:
59.2%
Cash:
40.8%
Asset class Assets Assets %
Equity - Exchange $5,298,308,374 59.2%
Cash $3,651,536,853 40.8%
Total $8,949,845,227 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
CREST VECTOR NORTH LEGACY NWQHEY42L XRKDZ 10.57% $104,528,161
HARBOR OAK OPTIMA CREST 584000DQO BYYX 2.65% $75,012,443
OAK SIGNAL MERIDIAN RIDGE TIMBER TOVS3U1GI HSGZ 3.42% $70,222,830
CATALYST CAPITAL GLACIER ALPHA GLACIER BMIL0DR61 HDQSX 6.49% $40,107,830
FUSION ALPHA ATLAS OPTIMA FOUNDATION P8GPS7FAF WYWB 10.64% $30,630,979
CAPITAL DELTA RADIAL RIDGE NH86ED801 ITXHS 11.16% $15,643,684
INSIGHT ATLAS WAVE VERTEX HARBOR 3DNV95F9W DVLD 10.02% $99,530,495
PRIME VITAL SIGNAL GLACIER 4KMRZQGWN MQK 11.09% $61,253,595

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