PPrivate Fund Data Log in Join · $37/mo

Greenstone Belt Wealth Advisors, LLC

● SEC registered since 2025CRD 335862SEC# 801-132672Chicago, IL
Export (members)
Reg. AUM
—
Employees
4
Accounts
—
Location
Chicago, IL

Greenstone Belt Wealth Advisors, LLC assets under management

Greenstone Belt Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2025. It employs 4 people.
www.linkedin.com/in/james-petitpren-5937132View on SEC.gov ↗

Greenstone Belt Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
James V Petitpren ControlManaging Member And Chief Compliance Officer50-75%2025
Luke M Schillo ControlManaging Member50-75%2025

Frequently asked questions

How many employees does Greenstone Belt Wealth Advisors, LLC have?

Greenstone Belt Wealth Advisors, LLC reports 4 employees.

Where is Greenstone Belt Wealth Advisors, LLC located?

Greenstone Belt Wealth Advisors, LLC is based in Chicago, IL and has been SEC-registered since 2025.

Does Greenstone Belt Wealth Advisors, LLC disclose fund performance?

Greenstone Belt Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address401 N Michigan Ave, Suite 1200, Chicago, IL 60611
Phone312-952-6550
Office hours9a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo