SourcingSourcing

CORNERSTONE WEALTH PARTNERS, LLC

C39
CRD 146602·SEC 801-129835·OKEMOS, MI
AUM
$145.9M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$438K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CORNERSTONE WEALTH PARTNERS, LLC
CRD
146602
SEC file #
801-129835
EIN
261760576
DBA names
—

Economics

AUM
$145.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$12.8M → $145.9M▲ +1043%
Client mix
Individuals Other429

Operations

Employees (total)
15
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
8 advisors → 8 advisors▬ 0%
Primary office
OKEMOS MI
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
instagram.com/cornerstonewealthpartners(social)

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VANDERWEY, EVAN, GENE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
VANDERWEY, EVAN, GENE
VANDYKE, JOSHUA
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:cornerstone.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
9
Form 5500 Total Compensation
194,116
Form 5500 Compensation Trajectory 3y
2025178,095
202616,021
Form 5500 Plan Count Trajectory 3y
20258
20261
Schedule C Total Compensation
194,116
Schedule C Service Provider Rows
9

SEC EDGAR

Edgar Cik
0002109292
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-17
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001999371-26-010548

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Altruist4
E*trade4
Edgar Addresses
Mailing
2525 JOLLY RDSTE 200OKEMOS, MI 48864
Business
2525 JOLLY RDSTE 200OKEMOS, MI 48864
Edgar EIN
261760576
Edgar Recent Filings
13F-HR2026-05-12 · 0001999371-26-010548
13F-HR2026-02-17 · 0001999371-26-003372
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
5502074
Trust Company Affiliate
No

People (10)

10
VANDERWEY, EVAN, GENE
IAR · Direct Owner · 87.5%
5502074
VANDYKE, JOSHUA
IAR · Executive Officer · 2.5%
7092244
Mark William Moerdyk
IAR
7087491
JOSHUA W THOMSON
IAR
7288692
Joshua Richline
IAR
8022913
WILLIAM A. WIARDA
IAR
7268659
STEVEN SIDNEY VANDERWEY
IAR
5502082
Nathan D Stump
IAR
8211553
Timothy Stafford Whelan
IAR
7364966
Brian Johnson
IAR
8269107