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GREENSTONE BELT WEALTH ADVISORS, LLC
CRD 335862 · SEC 801-132672
401 N MICHIGAN AVE, SUITE 1200, CHICAGO, IL, 60611, United States
Phone
312-952-6550
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$260.1M
Discretionary AUM
$231.1M
Team
5 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $1.5M |
| High net worth individuals | 73 | $257.4M |
| Pension/profit sharing plans | 1 | $1.1M |
States served
CA, IL, TX
All web addresses on file
Official SEC filing: View on IAPD