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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 | 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_RES | 2025-02-07 |
Branch Locations
1600 East Beltline Ave. Suite 217, Grand Rapids, MI 49525 • United States
2525 Jolly Road, Suite 200, Okemos, MI 48864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Wealth Partners | Okemos | MI | 11/2015 | Present |
| Cornerstone Wealth Partners | Okemos | MI | 06/2020 | Present |
| Churchill Mortgage | Grand Rapids | MI | 08/2016 | Present |
| Madison Square Church | Grand Rapids | MI | 10/2002 | 10/2016 |
DAVE RAMSEY CERTIFIED FINANCIAL COACH; NON-INVESTMENT RELATED; 1600 EAST BELTLINE AVE. NE, SUTIE 217, GRAND RAPIDS, MI 49525; 20 HRS/MTH 20 HRS/TRADING; PROVIDES DEBT FREEDOME COACHING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-03 |
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