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| Keyboard |
| Greenstone Belt Wealth Advisors LLC
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|---|---|
| CRD # | 335862 |
| SEC # | 801-132672 |
| CIK # | |
| AUM | 260.1 M (2026-03-27) |
| Employees | 5 (100% Investors, 20% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-952-6550 |
| Address | 401 N Michigan Ave Chicago, IL 60611 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 1.5 |
| (b) Individuals (high net worth individuals) | 73 | 257.4 |
| (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 | 1 | 1.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 337 | 260.1 |
| By Discretionary | ||
| Discretionary | 326 | 231.1 |
| Non-Discretionary | 11 | 28.9 |
| Total | 337 | 260.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 260.1 | |
| Total | 337 | 260.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
GLR Partners LLC
✚
|
MD | 260.7 M |
|
DCM Advisors LLC
✚
|
NY | 260.5 M |
|
Alamar Capital Management LLC
✚
|
CA | 260.3 M |
|
Banker Investment Group Inc
✚
|
IN | 260.2 M |
|
Brendel Financial Advisors LLC
✚
|
NH | 260.2 M |
|
Vistica Wealth Advisors LLC
✚
|
CA | 260.1 M |
|
RFM Financial Solutions LLC
✚
|
MI | 260.1 M |
|
Capital Financial Advisors of New York LLC
✚
|
NY | 260.0 M |
|
Bridge Generations Wealth Management LLC
✚
|
FL | 259.8 M |
|
Ridgeline Wealth Planning LLC
✚
|
OH | 259.6 M |