GREENSTONE WEALTH MANAGEMENT

GREENSTONE WEALTH MANAGEMENT of FOREST CITY, IA is an SEC-registered investment adviser (CRD 305311). Regulatory assets under management: $43.6M.

Registration

• CRD: 305311
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305311 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search