G
$260.1M Total AUM
$231.1M Disc. AUM
-- 3Y CAGR
5 Employees
84 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-06-2025
- Office Locations
- 1
Office Locations
401 N Michigan AVE Suite 1200 Chicago IL
About Greenstone Belt Wealth Advisors, LLC
Greenstone Belt Wealth Advisors, LLC is a Chicago-based RIA. The firm has been operating for 1 years. Managing $260.1M in total assets under management, with 5 advisory representatives. They custody assets with LPL Financial.
Team overview
42 AVG AGE
$52.0M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
0.8 yrs AVG TENURE
5 Employees
5 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JAMES V PETITPREN II
Chief Compliance Officer, Managing Member
- CRD
- #4221055
- Ownership
- 50% but less than 75%
Available
Available
Available
LUKE M SCHILLO
Managing Member
- CRD
- #4958910
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
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A
ALEXANDRA P ANDERSEN
--
- CRD
- #6159199
Available
Available
Available
JAMES CHRISTOPHER COCHRAN
Senior Financial Advisor, Vice President
- CRD
- #4813505
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $231,143,000 | $709,028 |
| Non-Discretionary | $28,917,000 | $2,628,818 |
| Total | $260,060,000 | $771,691 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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