CORNERSTONE WEALTH PARTNERS, LLC of OKEMOS, MI is an SEC-registered investment adviser (CRD 146602). Regulatory assets under management: $145.9M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Evan Gene Vanderwey | PRESIDENT/MANAGING MEMBER | — |
| Joshua Vandyke | CHIEF COMPLIANCE OFFICER | Okemos, MI |
| VANDERWEY EVAN GENE | PRESIDENT/MANAGING MEMBER; PRESIDENT/MANAGING MEMBER/CCO | — |
| VANDYKE JOSHUA | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2023-12-18 | regulatory | CORNERSTONE WEALTH PARTNERS AND EVAN VANDERWEY VIOLATED SECTION 25230 OF THE CORPORATIONS CODE BY ENGAGING IN THE INVESTMENT ADVISORY BUSINESS WITHOUT BEING LICENSED OR EXEMPT UNDER THE CSL BETWEEN 2020 AND 2023. | Final | $15K |
| City | State | Employees | Phone |
|---|---|---|---|
| GRAND RAPIDS | MI | 2 | 616-458-6480 |
| GRAND RAPIDS | MI | 2 | 616-458-6480 |
| — | — | 1 | 517-381-3450 |
| WYOMING | MI | 1 | 616-253-8868 |
| PEACHTREE CITY | GA | 1 | 678-902-1369 |
| WYOMING | MI | 1 | 616-253-8868 |
| — | — | 1 | 517-381-3450 |
| PEACHTREE CITY | GA | 1 | 678-902-1369 |