# GREENSTONE WEALTH MANAGEMENT

GREENSTONE WEALTH MANAGEMENT of FOREST CITY, IA is an SEC-registered investment adviser.

## Registration

- CRD: 305311
- Type: SEC-registered investment adviser
- Location: 101 N CLARK ST, FOREST CITY, IA, 50436
- Phone: (641)585-4000
- Latest filing: 2026-02-19
- Regulatory AUM: $43.6M
- Discretionary AUM: $42.5M
- Non-discretionary AUM: $1.2M
- Clients: 5
- Accounts: 108

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305311/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305311/similar
- Related entities: https://search.stillhousedata.com/firm/305311/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305311

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.