Steven Sidney Vanderwey

Employer firm

Cornerstone Wealth Partners, LLC CRD 146602

$146M regulatory AUM 1,105 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Cornerstone Wealth Partners, Llc

2525 Jolly Road, Suite 200, Okemos, MI 48864 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APP_PEND_IARCE	2026-01-01
FL	RA	APP_PEND_IARCE	2026-01-01
MI	RA	APP_PEND_IARCE	2026-01-01
TX	RA	APPROVED	2019-09-30

CA RA
APP_PEND_IARCE

Since 2026-01-01
FL RA
APP_PEND_IARCE

Since 2026-01-01
MI RA
APP_PEND_IARCE

Since 2026-01-01
TX RA
APPROVED

Since 2019-09-30

Branch Locations

2525 Jolly Road, Suite 200, Okemos, MI 48864 • United States

1600 East Beltline Avenue, N.E., Suite 217, Grand Rapids, MI 49525 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cornerstone Wealth Partners,Llc	Grand Rapids	MI	01/2008	Present
Churchill Mortgage	Grand Rapids	MI	11/2012	Present

01/2008 → Present

Cornerstone Wealth Partners,Llc

Grand Rapids, MI
11/2012 → Present

Churchill Mortgage

Grand Rapids, MI

Other Businesses

CHURCHHILL MORTGAGE; NON-INVESTMENT RELATED; 1600 E. BELTLINE AVE NE, GRAND RAPIDS, MI 49525; LOAN OFFICER/MANAGER; SINCE 2012; SPENDS A MINIMAL AMOUNT OF TIME ON THIS ACTIVITY.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-12-12

S65 Uniform Investment Adviser Law Examination

2007-12-12

View on SEC IAPD

Employer firm

Current Employers

Cornerstone Wealth Partners, Llc

Disclosures

Employment History

Other Businesses

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