Greenstone Belt Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 27, 2026, reports $260M in regulatory assets under management, 5 employees, and 337 accounts.
Assets Under Management
$260M
Employees
5
Offices
--
Total Clients
84
Primary office
CHICAGO, IL
401 N MICHIGAN AVE, SUITE 1200, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 86.9% of total clients.
Top client categories% of clientsClients
1
HNWI
86.9%
73
2
Individuals
11.9%
10
3
Pension Plans
1.2%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$260Mas of March 27, 2026
Discretionary88.9%
$231M
89% of total RAUM88.9%
Non-discretionary11.1%
$29M
11% of total RAUM11.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$260M
Total Accounts337
10Y AUM Change+$260M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee17:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.