# Greenstone Belt Wealth Advisors, LLC

> Greenstone Belt Wealth Advisors, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 335862
- Filed as: GREENSTONE BELT WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335862
- AdvisorCensus page: https://advisorcensus.com/firm/greenstone-belt-wealth-advisors-llc-chicago-il-335862

## Quick answers

**How is Greenstone Belt Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Greenstone Belt Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Greenstone Belt Wealth Advisors, LLC located?**
Greenstone Belt Wealth Advisors, LLC's principal office is in Chicago, IL, according to its Form ADV.

**Is Greenstone Belt Wealth Advisors, LLC registered with the SEC or a state?**
Greenstone Belt Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335862.

**How much does Greenstone Belt Wealth Advisors, LLC manage?**
Greenstone Belt Wealth Advisors, LLC reports $260,060,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (89% discretionary).

**How have Greenstone Belt Wealth Advisors, LLC's assets and staff changed since 2025?**
In the Form ADV data for Greenstone Belt Wealth Advisors, LLC: Regulatory assets under management: $0 in the October 2025 data and $260,060,000 in the October 2026 data. Total employees: 4 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Greenstone Belt Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (73); individuals (other than high net worth individuals) (10); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Greenstone Belt Wealth Advisors, LLC use?**
Greenstone Belt Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Greenstone Belt Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335862

**What changed in Greenstone Belt Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $190,100,000 to $260,060,000 (+37%). Employees performing advisory functions went from 3 to 5.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $260,060,000
- Discretionary: $231,143,000
- Non-discretionary: $28,917,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $1,467,000 |
| High net worth individuals | 73 | $257,449,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,144,000 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- greenstonebelt.com
- LinkedIn @james-petitpren-5937132

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 4 | July 22, 2025 |
| October 2026 | $260,060,000 | 5 | March 27, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $260,060,000 in the October 2026 data.
Total employees: 4 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $190,100,000 to $260,060,000 (+37%).
- Employees performing advisory functions went from 3 to 5.

### December 2025
- Regulatory assets under management went from $0 to $190,100,000.
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenstone Belt Wealth Advisors, LLC (CRD 335862): Form ADV filing data as of October 2026.