CORNERSTONE WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$145,905,522
Discretionary
$145,905,522
Non-discretionary
$0
Firm details
- CRD number
- 146602
- SEC file number
- 801-129835
- Main office
- OKEMOS, MI, United States
- Employees
- 15
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Other
As of November 2026.