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Evan Gene Vanderwey

Investment adviser representative at Cornerstone Wealth Partners, LLC
18 yearsExperience
9 statesRegistered in
$145.9MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

18 years in the industry.

  1. Churchill MortgageFeb 2013 to now
  2. Cornerstone Wealth Partners, LLCJan 2008 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 9 states (CA, FL, IA, MI, NC, NY, PA, TX, VA).

Cornerstone Wealth Partners, LLC

$145.9MAssets managed
429Clients
12Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5502074
Firm CRD
146602
Advisor's SEC record (opens in a new tab)
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