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| Happy Holidays!! thanks for using AUM13F!! |
| Greenbelt Investment Advisors LLC
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| CRD # | 155704 |
| SEC # | 801-126059 |
| CIK # | |
| AUM | $151.4 M (2025-04-30) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 800-617-3900 |
| Address | 100 E Main Street Round Rock, TX 78664 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 234 | 37.7 |
| (b) Individuals (high net worth individuals) | 166 | 101.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 11.3 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 409 | 151.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 409 | 151.4 |
| Total | 409 | 151.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.4 | |
| Total | 409 | 151.4 |
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|---|---|---|
|
White WING Wealth Management LLC
✚
|
TX | 0.2 |
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CO | 0.2 |
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Independent Wealth Advisors LLC
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|
Aznar Financial Advisors LLC
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|
0.2 | |
|
Scottsdale Wealth Planning Inc
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|
AZ | 0.2 |
|
GG Group Ventures LLC
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|
FL | 0.2 |
|
Profocus Incorporated
✚
|
AZ | 0.2 |