Greenstone Belt Wealth Advisors, LLC

RIASEC Registered

Total AUM

$260M

Discretionary

$231M

89% of AUM

Avg account

$772K

Accounts

337

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 335862
Registered since: May 6, 2025
Website: www.greenstonebelt.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI99%
Individuals0.56%
Pension & Profit Sharing Plans0.44%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Greenstone Belt Wealth Advisors, LLC is an independent RIA organized as an LLC that positions itself as a private wealth manager and capital allocator for both individuals/families and institutional clients. The firm provides fee-based portfolio management and financial planning while also operating as a registered representative of a broker-dealer and as an insurance broker. Its advisory services include portfolio management for individuals and small businesses, pension consulting work, and the selection of outside advisers. Fee arrangements are mixed: percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports it is not an active ESG investor.