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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CORNERSTONE WEALTH PARTNERS, LLC

CRD 146602

OKEMOS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c72ca297-aba4-fbf8-9dc5-bf080c5d492c

Data as of Aug 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 4
On other graphs: 0
Observed: Mar 5, 2024 to Aug 20, 2026
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $146MItem 5.F on the latest filing (2026-08-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $146M
Private client RAUM: $146MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $12.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 8
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 1,273
Individual clients: 429
SEC number: 801-129835
CRD: 146602
Filings on the tape: 8
First filed: Mar 5, 2024
Latest filed: Aug 20, 2026
Organised: Limited Liability Company, MI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STEVEN SIDNEY VANDERWEY	n/a	OKEMOS, MI \| Grand Rapids, MI	6	18	n/a	no
EVAN GENE VANDERWEY	n/a	OKEMOS, MI	6	18	n/a	no
JOSHUA W THOMSON	n/a	OKEMOS, MI \| PEACHTREE CITY, GA	5	12	n/a	no
Timothy Stafford Whelan	n/a	OKEMOS, MI	2	10	1	no
Joshua Richline	n/a	OKEMOS, MI	1	12	n/a	no
WILLIAM A. WIARDA	n/a	OKEMOS, MI \| GRAND RAPIDS, MI	1	23	n/a	no
Mark William Moerdyk	n/a	Grand Rapids, MI	0	12	n/a	no
JOSHUA VANDYKE	n/a	OKEMOS, MI	0	14	n/a	no
Nathan D Stump	n/a	OKEMOS, MI	0	10	n/a	no
Brian Johnson	n/a	OKEMOS, MI \| Byron Center, MI	0	16	n/a	no
Maxwell Beals	n/a	OKEMOS, MI	0	11	n/a	no
Samuel DeGoffau	n/a	OKEMOS, MI	0	18	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
VANDERWEY, EVAN, GENE	PRESIDENT/MANAGING MEMBER	E	yes	01/2008	Mar 5, 2024	Nov 8, 2024
VANDYKE, JOSHUA	CHIEF COMPLIANCE OFFICER	Na	yes	10/2024	Nov 8, 2024	Nov 8, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
GRAND RAPIDS	Mi	United States	2	no
PEACHTREE CITY	Ga	United States	1	no
Wyoming	Mi	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$146M	$146M	15	8	4	n/a	n/a
2024	Apr 18, 2025	$12.8M	$12.8M	14	8	3	n/a	n/a
2023	Mar 29, 2024	n/a	n/a	14	8	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	8.3%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$146M	$12.8M	1042.6%	n/a	n/a	15	14	4	3

Relationships

Registered with (14)

← Samuel DeGoffauAdvisorregistration: current employment
Jun 30, 2026 to presentfactForm ADV
← Maxwell BealsAdvisorregistration: current employment
Jun 29, 2026 to presentfactForm ADV
← Brian JohnsonAdvisorregistration: current employment
May 11, 2026 to presentfactForm ADV
← Nathan D StumpAdvisorregistration: current employment
Apr 2, 2026 to presentfactForm ADV
← JOSHUA VANDYKEAdvisorregistration: current employment
Jan 7, 2026 to presentfactForm ADV
← Mark William MoerdykAdvisorregistration: current employment
Sep 30, 2025 to presentfactForm ADV
← WILLIAM A. WIARDAAdvisorregistration: current employment
Feb 7, 2025 to presentfactForm ADV
← Joshua RichlineAdvisorregistration: current employment
Feb 4, 2025 to presentfactForm ADV
← Timothy Stafford WhelanAdvisorregistration: current employment
Dec 18, 2023 to presentfactForm ADV
← JOSHUA W THOMSONAdvisorregistration: current employment
Oct 16, 2020 to presentfactForm ADV
← EVAN GENE VANDERWEYAdvisorregistration: current employment
Oct 4, 2019 to presentfactForm ADV
← STEVEN SIDNEY VANDERWEYAdvisorregistration: current employment
Sep 30, 2019 to presentfactForm ADV
← JORDAN N. LEAMANAdvisorregistration: previous registration
Oct 7, 2021 to Dec 5, 2025factForm ADV
← Michael Kade McVickerAdvisorregistration: previous registration
Aug 28, 2023 to Jan 24, 2025factForm ADV

Controls (2)

← VANDERWEY, EVAN, GENEOwnerPRESIDENT/MANAGING MEMBER, ownership code E, individual
Mar 5, 2024 to Nov 8, 2024factForm ADV
← VANDYKE, JOSHUAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 8, 2024 to Nov 8, 2024factForm ADV

Dated events

Occurred
Dec 5, 2025
Advisor changed firm
Jordan N. Leaman left Cornerstone Wealth Partners, Llc for True Wealth Retirement Partners, Llc (registered 2024-11-08)
Form ADVobserved 4 days ago
Occurred
Jan 24, 2025
Advisor changed firm
Michael Kade Mcvicker left Cornerstone Wealth Partners, Llc for Northwestern Mutual Investment Services,Llc (registered 2026-02-16)
Form ADVobserved 4 days ago
Occurred
Nov 8, 2024
Control person joined
Joshua Vandyke (Chief Compliance Officer) appeared on Schedule A of Cornerstone Wealth Partners, Llc
Form ADVobserved 4 days ago
Occurred
Mar 5, 2024
First Form ADV filing
Cornerstone Wealth Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c72ca297-aba4-fbf8-9dc5-bf080c5d492c
First observed: Mar 5, 2024
Last observed: Aug 20, 2026 30 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CORNERSTONE WEALTH PARTNERS, LLC

CRD 146602

OKEMOS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c72ca297-aba4-fbf8-9dc5-bf080c5d492c

Data as of Aug 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:13 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEVEN SIDNEY VANDERWEY

n/a

OKEMOS, MI | Grand Rapids, MI

n/a

EVAN GENE VANDERWEY

n/a

OKEMOS, MI

n/a

JOSHUA W THOMSON

n/a

OKEMOS, MI | PEACHTREE CITY, GA

n/a

Timothy Stafford Whelan

n/a

OKEMOS, MI

Joshua Richline

n/a

OKEMOS, MI

n/a

WILLIAM A. WIARDA

n/a

OKEMOS, MI | GRAND RAPIDS, MI

n/a

Mark William Moerdyk

n/a

Grand Rapids, MI

n/a

JOSHUA VANDYKE

n/a

OKEMOS, MI

n/a

Nathan D Stump

n/a

OKEMOS, MI

n/a

Brian Johnson

n/a

OKEMOS, MI | Byron Center, MI

n/a

Maxwell Beals

n/a

OKEMOS, MI

n/a

Samuel DeGoffau

n/a

OKEMOS, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

VANDERWEY, EVAN, GENE

PRESIDENT/MANAGING MEMBER

yes

01/2008

Mar 5, 2024

Nov 8, 2024

VANDYKE, JOSHUA

CHIEF COMPLIANCE OFFICER

yes

10/2024

Nov 8, 2024

City

State

Country

Employees

Also broker-dealer

GRAND RAPIDS

United States

PEACHTREE CITY

United States

Wyoming

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$146M

n/a

2024

Apr 18, 2025

$12.8M

n/a

2023

Mar 29, 2024

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

8.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$146M

$12.8M

1042.6%

n/a