Greenstone Belt Wealth Advisors, LLC
Greenstone Belt Wealth Advisors, LLC is an SEC-registered wealth manager in Chicago, IL with $260.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Greenstone Belt Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335862, SEC 801-132672, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $260.1M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Chicago, IL
- Employees
- 5
- Clients
- 84
- CRD
- 335862
- Ownership
- PETITPREN, JAMES, V; SCHILLO, LUKE, M
How much AUM does Greenstone Belt Wealth Advisors, LLC have?
Greenstone Belt Wealth Advisors, LLC reported $260.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Greenstone Belt Wealth Advisors, LLC?
Disclosed owners and executives of Greenstone Belt Wealth Advisors, LLC include PETITPREN, JAMES, V, SCHILLO, LUKE, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.