CORNERSTONE WEALTH PARTNERS, LLC
CRD #146602 SEC #801-129835 OKEMOS, MI 517-381-3450
SEC Registered Disclosures
Total AUM
$12.8M
Discretionary
$12.8M
Employees
14
Clients
0
Accounts
138
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $12.8M | $12.8M | $0 | 14 | 1,229 |
| Nov 2025 | $12.8M | $12.8M | $0 | 14 | 1,229 |
| Apr 2025 | $12.8M | $12.8M | $0 | 14 | 1,229 |
| Apr 2025 | $12.8M | $12.8M | $0 | 14 | 1,229 |
| Mar 2025 | $12.8M | $12.8M | $0 | 14 | 1,229 |
| Nov 2024 | $750 | $750 | $0 | 14 | 1,176 |
DateNov 2025
Total AUM$12.8M
Discretionary$12.8M
Non-Disc.$0
Employees14
Clients1,229
DateNov 2025
Total AUM$12.8M
Discretionary$12.8M
Non-Disc.$0
Employees14
Clients1,229
DateApr 2025
Total AUM$12.8M
Discretionary$12.8M
Non-Disc.$0
Employees14
Clients1,229
DateApr 2025
Total AUM$12.8M
Discretionary$12.8M
Non-Disc.$0
Employees14
Clients1,229
DateMar 2025
Total AUM$12.8M
Discretionary$12.8M
Non-Disc.$0
Employees14
Clients1,229
DateNov 2024
Total AUM$750
Discretionary$750
Non-Disc.$0
Employees14
Clients1,176