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GREENSTONE BELT WEALTH ADVISORS, LLC

CHICAGO, IL · CRD 335862 · IAPD ↗ · 312-952-6550

$260.1MRegulatory AUM
5Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — GREENSTONE BELT WEALTH ADVISORS, LLC reported RAUM up 37% ($190.1M -> $260.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2026 — GREENSTONE BELT WEALTH ADVISORS, LLC now reports custody of client assets ($92.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2026 — GREENSTONE BELT WEALTH ADVISORS, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — GREENSTONE BELT WEALTH ADVISORS, LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
44
August 2025 — GREENSTONE BELT WEALTH ADVISORS, LLC notice-filed in CA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2025 — GREENSTONE BELT WEALTH ADVISORS, LLC (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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