{
  "crd_number": 146602,
  "slug": "cornerstone-wealth-partners-llc-okemos-mi-146602",
  "primary_business_name": "CORNERSTONE WEALTH PARTNERS, LLC",
  "legal_name": "CORNERSTONE WEALTH PARTNERS, LLC",
  "dbas": [],
  "city": "Okemos",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "29620",
  "metro": {
    "cbsa_code": "29620",
    "common_name": "Lansing",
    "msa_name": "Lansing-East Lansing, MI",
    "path": "/advisors/mi/lansing"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-04-04",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-08-20",
  "carried_forward": false,
  "raum_total": 145905522.0,
  "raum_discretionary": 145905522.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 15,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 145905522.0,
      "count": 429
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 4,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IA",
    "IL",
    "IN",
    "MD",
    "MI",
    "NC",
    "NH",
    "NY",
    "OH",
    "OK",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WI"
  ],
  "websites": [
    "https://cornerstonewealthpartners.com",
    "https://instagram.com/cornerstonewealthpartners",
    "https://linkedin.com/company/cornerstone-wealth-partners-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146602",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(3)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "OKEMOS",
  "url": "https://advisorcensus.com/firm/cornerstone-wealth-partners-llc-okemos-mi-146602",
  "display_name": "Cornerstone Wealth Partners, LLC",
  "summary": "Cornerstone Wealth Partners, LLC is an SEC-registered investment advisory firm in Okemos, MI, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 20, 2026.",
  "citation": "AdvisorCensus. Cornerstone Wealth Partners, LLC (CRD 146602): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Cornerstone Wealth Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cornerstone Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Cornerstone Wealth Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $100 to $10,000 a year (ongoing financial consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Cornerstone Wealth Partners, LLC located?",
      "a": "Cornerstone Wealth Partners, LLC's principal office is in Okemos, MI, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Cornerstone Wealth Partners, LLC registered with the SEC or a state?",
      "a": "Cornerstone Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 146602."
    },
    {
      "q": "How much does Cornerstone Wealth Partners, LLC manage?",
      "a": "Cornerstone Wealth Partners, LLC reports $145,905,522 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary)."
    },
    {
      "q": "How have Cornerstone Wealth Partners, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Cornerstone Wealth Partners, LLC: Regulatory assets under management: $12,769,267 in the October 2025 data and $145,905,522 in the October 2026 data, up 1043%. Total employees: 14 in October 2024 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cornerstone Wealth Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (429)."
    },
    {
      "q": "Which custodians does Cornerstone Wealth Partners, LLC use?",
      "a": "Cornerstone Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cornerstone Wealth Partners, LLC report any disciplinary disclosures?",
      "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(3) (another regulator's finding of causing a business's authorization to be denied, suspended, revoked, or restricted), 11.D(4) (another regulator's order in the past ten years), and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146602"
    },
    {
      "q": "What changed in Cornerstone Wealth Partners, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in WI."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 14,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 12769267.0,
      "total_employees": 14,
      "filing_date": "2025-04-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 145905522.0,
      "total_employees": 15,
      "filing_date": "2026-08-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in WI."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $12,769,267 to $145,905,522 (+1043%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in MD, NH."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $100 to $10,000 a year (ongoing financial consulting)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $100 to $10,000 a year (ongoing financial consulting)"
        ],
        "quotes": [
          "For ongoing financial consulting where our services include ensuring that information about your specific goals, financial situation and risk preference remain current, ... you will pay an annual flat fee ranging from $100 to $10,000"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 100.0,
          "max": 10000.0,
          "period": "annual",
          "service": "ongoing financial consulting"
        }
      ]
    },
    "quotes": [
      "For ongoing financial consulting where our services include ensuring that information about your specific goals, financial situation and risk preference remain current, ... you will pay an annual flat fee ranging from $100 to $10,000"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/cornerstone-wealth-partners-llc-okemos-mi-146602.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 429,
      "fewer_than_5": false,
      "raum": 145905522.0
    }
  ],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146602",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}