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Cornerstone Wealth Partners, LLC CRD 146602
$146M regulatory AUM 1,105 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2525 Jolly Road, Suite 200, Okemos, MI 48864 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-07 |
| FL | RA | APPROVED | 2026-01-07 |
| MI | RA | APPROVED | 2026-01-07 |
| NY | RA | APPROVED | 2025-02-07 |
| PA | RA | APPROVED | 2025-02-07 |
| IA | RA | APPROVED | 2025-02-06 |
| VA | RA | APPROVED | 2023-07-03 |
| NC | RA | APPROVED | 2019-10-04 |
| TX | RA | APPROVED | 2019-10-04 |
Branch Locations
2525 Jolly Road, Suite 200, Okemos, MI 48864 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Wealth Partners, Llc | Okemos | MI | 01/2008 | Present |
| Churchill Mortgage | Okemos | MI | 02/2013 | Present |
CHURCHHILL MORTGAGE; NON-INVESTMENT RELATED; 1600 E. BELTLINE AVE NE, GRAND RAPIDS, MI 49525; LOAN OFFICER/MANAGER; SINCE 2013; SPENDS A MINIMAL AMOUNT OF TIME ON THIS ACTIVITY. Boyne City Timber Lodge, LLC; Owner; Non-investment related; Real Estate Rental; Since 09/2025; Spends a minimal amount of time on this activity. Taste Coffee Company; Owner; Non-investment related; Coffee shop; Since 2022; Spends a minimal amount of time on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-10 |
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