Cornerstone Wealth Partners, Llc
- Regulatory AUM
- $146M
- Discretionary
- $146M
- Clients
- 429
- Avg AUM / client
- $340K
- Accounts
- 1,273
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 429 | $146M | 100.0% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Evan Gene Vanderwey | President/Managing Member | Jan 2008 (19y) | 75% or more | |
| Joshua Vandyke | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% | |
| Steven Sidney Vanderwey | Registered representative | Sep 2019 (7y) | ||
| Joshua W Thomson | Registered representative | Oct 2020 (6y) | ||
| Timothy Stafford Whelan | Registered representative | Dec 2023 (3y) | ||
| Joshua Richline | Registered representative | Feb 2025 (1y) | ||
| William A. Wiarda | Registered representative | Feb 2025 (1y) | ||
| Mark William Moerdyk | Registered representative | Sep 2025 (1y) | ||
| Nathan D Stump | Registered representative | Apr 2026 (0y) | ||
| Brian Johnson | Registered representative | May 2026 (0y) | ||
| Maxwell Beals | Registered representative | Jun 2026 (0y) | ||
| Samuel De Goffau | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: 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. Status: Final Sanction Detail: CORNERSTONE WEALTH PARTNERS AND EVAN VANDERWEY WERE ORDERED TO PAY A MONETARY FINE OF $15,375, WHICH CONSISTED OF PENALTIES AND PAST DUE LICENSING, AS WELL AS AGREEING TO DESIST AND REFRAIN FROM FURTHER ENGAGING IN THE INVESTMENT ADVISOR BUSINESS WITHOUT BEING LICENSED. PAYMENT WAS MADE TO THE STATE ON 1/31/2024. THE CONSENT ORDER WAS EXECUTED ON JAN 12, 2024. Summary: CORNERSTONE WEALTH PARTNERS AND EVAN VANDERWEY WERE ORDERED TO PAY A MONETARY FINE OF $15,375, WHICH CONSISTED OF PENALTIES AND PAST DUE LICENSING, AS WELL AS AGREEING TO DESIST AND REFRAIN FROM FURTHER ENGAGING IN THE INVESTMENT ADVISOR BUSINESS WITHOUT BEING LICENSED. PAYMENT WAS MADE TO THE STATE ON 1/31/2024. THE CONSENT ORDER WAS EXECUTED ON JAN 12, 2024.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • COADVISOR FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Truist Financial Corp $146M (100% of AUM) Mar 2026
- Altruist Financial $146M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗