Overview
Assets Under Management: $260 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 73
Average Client Assets: $3.5 million
Frequently Asked Questions
GREENSTONE BELT WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #335862), GREENSTONE BELT WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
GREENSTONE BELT WEALTH ADVISORS, LLC is headquartered in CHICAGO, IL.
GREENSTONE BELT WEALTH ADVISORS, LLC serves 73 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, GREENSTONE BELT WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
GREENSTONE BELT WEALTH ADVISORS, LLC manages $260 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, GREENSTONE BELT WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.00%
Average Client Assets: $3.5 million
Total Client Accounts: 337
Discretionary Accounts: 326
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 335862
Filing ID: 2065265
Last Filing Date: 2026-03-27 11:04:40