Greenstone Belt Wealth Advisors, LLC
● SEC registered since 2025CRD 335862SEC# 801-132672Chicago, IL
Reg. AUM
$260.1M
Employees
5
Accounts
337
Location
Chicago, IL
Greenstone Belt Wealth Advisors, LLC assets under management
Greenstone Belt Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2025. It reports $260.1 million in regulatory assets under management and employs 5 people.
Greenstone Belt Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James V Petitpren Control | Managing Member And Chief Compliance Officer | 50-75% | 2025 |
| Luke M Schillo Control | Managing Member | 25-50% | 2025 |
Frequently asked questions
How much does Greenstone Belt Wealth Advisors, LLC manage?
Greenstone Belt Wealth Advisors, LLC reports $260.1 million in regulatory assets under management on its Form ADV.
How many employees does Greenstone Belt Wealth Advisors, LLC have?
Greenstone Belt Wealth Advisors, LLC reports 5 employees.
Where is Greenstone Belt Wealth Advisors, LLC located?
Greenstone Belt Wealth Advisors, LLC is based in Chicago, IL and has been SEC-registered since 2025.
Does Greenstone Belt Wealth Advisors, LLC disclose fund performance?
Greenstone Belt Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 401 N Michigan Ave, Suite 1200, Chicago, IL 60611 |
| Phone | 312-952-6550 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$260.1M▲ 37%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$260.1Mregulatory AUM
Discretionary $231.1MNon-discretionary $28.9M