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Greenstone Belt Wealth Advisors, LLC CRD 335862
$260M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
401 N Michigan Ave Suite 1200, Chicago, IL 60611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-24 |
| IL | RA | APPROVED | 2025-05-07 |
Branch Locations
401 N Michigan Ave Suite 1200, Chicago, IL 60611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Chicago | IL | 10/2016 | Present |
| Bmo Harris Financial Advisors | Chicago | IL | 03/2015 | 10/2016 |
| Bmo Private Bank | Chicago | IL | 03/2015 | 10/2016 |
| Iht Wealth Managment, Llc | Chicago | IL | 10/2016 | 10/2018 |
| Orba Wealth Advisors, Llc | Chicago | IL | 10/2018 | 04/2025 |
| Greenstone Belt Wealth Advisors, Llc | Chicago | IL | 03/2025 | Present |
1) 05/08/2025 - Greenstone Belt Wealth Advisors - Inv. Related - Registered Investment Advisor Hybrid - At reported business locations - Start Date:05/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Greenstone Belt Wealth Advisors, an independent investment advisor firm. I started this business activity in 05/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2) 10/24/2016 - Greenstone Belt Wealth Advisors - Inv. Related - Chicago, IL - At reported business locations - Start Date:10/24/2016 - 160 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-01 |
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