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GREENBELT INVESTMENT ADVISORS, LLC

ROUND ROCK, TX · CRD 155704 · IAPD ↗ · greenbeltadv.com · 800-617-3900

$167.0MRegulatory AUM
5Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2025 — GREENBELT INVESTMENT ADVISORS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.