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| CornerStone Wealth Partners LLC
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|---|---|
| CRD # | 146602 |
| SEC # | 801-129835 |
| CIK # | 0002109292 |
| AUM | 145.9 M (2026-03-31) |
| Employees | 15 (53% Investors, 0% Brokers) |
| Phone | 517-381-3450 |
| Address | 2525 Jolly Road, Suite 200 Okemos, MI 48864 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 0.1 | ||
| Abbott Laboratories | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 429 | 145.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,273 | 145.9 |
| By Discretionary | ||
| Discretionary | 1,273 | 145.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,273 | 145.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.9 | |
| Total | 1,273 | 145.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109292] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1,105 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Wealth Advisory Team LLC
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KY | 147.0 M |
|
Vision Capital Partners
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MI | 146.6 M |
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MFG Investments LLC
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Guncheon Financial LLC
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Campbell Asset Management LLC
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Mercantile Advisors I LLC
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Capital Management Services Inc
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MO | 145.2 M |
|
Blue Wealth Inc
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NC | 145.1 M |
|
Daniel KRUG & Associates Inc
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MI | 145.1 M |
|
Twin Cities Retirement Group LLC
✚
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MN | 144.9 M |