CORNERSTONE WEALTH PARTNERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $145.9M |
| Discretionary | $145.9M100% of AUM |
| Client Accounts | 1,273 |
| Avg Account Size | $115K |
| Employees | 15 |
| Peak AUM | $145.9MMar 2026 |
| AUM CAGR | +44191.1% /yrover 2 yrs · 10 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $146M | +1042.6% | — | — | |
| Discretionary AUM | $146M | ||||
Key Metrics
| Total AUM | $145.9M |
| Discretionary | $145.9M |
| Employees | 15 |
| Client Accounts | 1273 |
| Client Range | 1-10 |
Contact & Location
Address
2525 JOLLY ROAD, SUITE 200
OKEMOS MI 48864
Phone
517-381-3450
Filing History
10 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$146M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported