DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

C••••••••• W••••• P•••••••• L••

Independent wealth managerOkemos, MichiganCRD 146602SEC 801-129835websiteIAPD
Latest filing Aug 20, 2026
First filing on the tape Mar 5, 2024 · 8 filings
SEC status approved since Apr 4, 2024
RAUM
$146M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$146M individuals and HNW
Advisors
12
registered through the firm on IAPD
RAUM per advisor
$12.2M
derived; firm RAUM over IAPD count
Employees
15
8 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$146M as of Aug 20, 2026
Apr 18, 2025$12.8M then
HNW client RAUM: no history
State-registered IARs (5.B.3)8 as of Aug 20, 2026
Mar 29, 20248 then
Employees (5.A)15 as of Aug 20, 2026
Mar 29, 202414 then
Private funds: no history
RAUM +1043% over the last fiscal yearIARs 8 to 8offices 3 to 4
Practice profile
derived from the filing of Aug 20, 2026; every figure names its basis
RAUM per advisor
$12.2MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$114,615derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.3derivedItem 5.A over advisors
Advisors per office
2.4derived5 offices incl. principal (1.F.5)
RAUM growth, one year
+1043%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed fees, otherreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, educational seminarsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$146M100%
Individual clients
429reported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1,273reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
12 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
S••••• S••••• V••••••••Okemos, Mi Sep 30, 201918 y0
E••• G••• V••••••••Okemos, MiOct 4, 201918 y0
J••••• W• T••••••Okemos, Mi Oct 16, 202012 y0
T•••••• S••••••• W•••••Okemos, MiDec 18, 202310 y1
J••••• R•••••••Okemos, MiFeb 4, 202512 y0
W•••••• A• W•••••Okemos, Mi Feb 7, 202523 y0
M••• W•••••• M••••••Grand Rapids, MiSep 30, 202512 y0
J••••• V••••••Okemos, MiJan 7, 202614 y0
N••••• D• S••••Okemos, MiApr 2, 202610 y0
B•••• J••••••Okemos, Mi May 11, 202616 y0
M•••••• B••••Okemos, MiJun 29, 202611 y0
S••••• D•••••••Okemos, MiJun 30, 202618 y0
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 8.3% of current headcount2 left over 36 months
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • V••••••••• E•••• G••• · President/Managing Membercontrol
    since 01/2008 · owns 75% or more
  • V••••••• J••••• · Chief Compliance Officercontrol
    since 10/2024 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Okemos, Mi · principal1150
Grand Rapids, Mi310
Wyoming, Mi001
Offices
Schedule D 1.F, the 25 largest
  • Grand Rapids, MI2 employees
  • Peachtree City, GA1 employees
  • Wyoming, MI1 employees
What changed
consecutive filings, newest first
  • Accounts · 138 to 1,273
    Nov 19, 2025 to Mar 31, 2026
  • Individual clients · 59 to 429
    Nov 19, 2025 to Mar 31, 2026
  • Employees · 14 to 15
    Nov 19, 2025 to Mar 31, 2026
  • Financial planning clients · 0 to 1-10
    Nov 19, 2025 to Mar 31, 2026
  • Other offices · 3 to 4
    Nov 19, 2025 to Mar 31, 2026
  • Discretionary RAUM · $12.8M to $146M
    Nov 19, 2025 to Mar 31, 2026
  • Individual RAUM · $12.8M to $146M
    Nov 19, 2025 to Mar 31, 2026
  • RAUM · $12.8M to $146M
    Nov 19, 2025 to Mar 31, 2026
  • Financial planning clients · 0 to 0
    Apr 18, 2025 to Nov 19, 2025
  • Accounts · 2 to 138
    Nov 8, 2024 to Apr 18, 2025
  • Individual clients · unset to 59.0
    Nov 8, 2024 to Apr 18, 2025
  • Discretionary RAUM · $750 to $12.8M
    Nov 8, 2024 to Apr 18, 2025
  • Individual RAUM · $750 to $12.8M
    Nov 8, 2024 to Apr 18, 2025
  • RAUM · $750 to $12.8M
    Nov 8, 2024 to Apr 18, 2025
  • Accounts · unset to 2.0
    Mar 29, 2024 to Nov 8, 2024
  • Advisory activities · 3 to 5
    Mar 29, 2024 to Nov 8, 2024
  • Discretionary RAUM · unset to 750.0
    Mar 29, 2024 to Nov 8, 2024
  • Individual RAUM · unset to 750.0
    Mar 29, 2024 to Nov 8, 2024
  • Non-discretionary RAUM · unset to 0.0
    Mar 29, 2024 to Nov 8, 2024
  • RAUM · unset to 750.0
    Mar 29, 2024 to Nov 8, 2024
Signals
4 dated events
  • J••••• N• L••••• left C••••••••• W••••• P•••••••• L•• for T••• W••••• R••••••••• P•••••••• L•• (registered 2024-11-08)
    Dec 5, 2025 · Advisor changed firm · fact
  • M•••••• K••• M••••••• left C••••••••• W••••• P•••••••• L•• for N••••••••• M••••• I••••••••• S••••••••• (registered 2026-02-16)
    Jan 24, 2025 · Advisor changed firm · fact
  • J••••• V•••••• (Chief Compliance Officer) appeared on Schedule A of C••••••••• W••••• P•••••••• L••
    Nov 8, 2024 · Control person joined · fact
  • C••••••••• W••••• P•••••••• L•• filed its initial SEC registration (Form ADV)
    Mar 5, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Business phone
517-381-3450reportedpublished by the firm, firm site, Sep 17, 2026
Business phone
616-253-8868reportedpublished by the firm, firm site, Sep 17, 2026
Business phone
616-550-9461reportedpublished by the firm, firm site, Sep 17, 2026
Firm profile
linkedin.com/company/cornerstone-wealth-partners-llcreportedpublic record, Form ADV, Sep 18, 2026
Website
C•••••••••WEALTHPARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone
517-381-3450reportedpublic record, Form ADV, Aug 20, 2026
Contact form
cornerstonewealthpartners.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$12.2Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026