Joshua Richline

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2024 → Present
  Cornerstone Wealth Partners
  Grand Rapids, MI
• 05/2020 → 03/2024
  Churchill Mortgage
  Grand Rapids, MI
• 09/2018 → 05/2022
  Cornerstone University
  Grand Rapids, MI
• 06/2018 → 08/2018
  Bentler Automotive
  Kentwood, MI
• 01/2014 → 05/2018
  Unemployed
  Grand Rapids, MI
• 03/2024 → Present
  Northpointe Christian School
  Grand Rapids, MI

Other Businesses

Joshua is a part-time assistant men's volleyball coach at Cornerstone University. This is a non-investment related activity. Joshua spends about 10% of his time on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-04