GREENSTONE BELT WEALTH ADVISORS, LLC
GREENSTONE BELT WEALTH ADVISORS, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 335862). Regulatory assets under management: $260.1M.
Registration
- CRD: 335862
- SEC file number: 801-132672
- Type: Registered investment adviser
- Location: 401 N MICHIGAN AVE, SUITE 1200, CHICAGO, IL, 60611
- Phone: 312-952-6550
- Latest filing: 2026-03-27
- Regulatory AUM: $260.1M
- Discretionary AUM: $231.1M
- Non-discretionary AUM: $28.9M
- Clients: 5
- Accounts: 337
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| James V Petitpren | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Luke M Schillo | MANAGING MEMBER | — |
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