Greenbelt Investment Advisors, LLC
Greenbelt Investment Advisors, LLC is an SEC-registered wealth manager in Round Rock, TX with $167.0M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Greenbelt Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155704, SEC 801-126059, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $167.0M (2026-02-19)
- Firm type
- Wealth Manager
- Location
- Round Rock, TX
- Employees
- 5
- Clients
- 156
- CRD
- 155704
- Ownership
- WELLS, MATTHEW, VAN COOK; HURWITZ, DONALD, CLIFFORD; CHRISTIANS, AMANDA, MICHELE
How much AUM does Greenbelt Investment Advisors, LLC have?
Greenbelt Investment Advisors, LLC reported $167.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Greenbelt Investment Advisors, LLC?
Disclosed owners and executives of Greenbelt Investment Advisors, LLC include WELLS, MATTHEW, VAN COOK, HURWITZ, DONALD, CLIFFORD, CHRISTIANS, AMANDA, MICHELE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.