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GREENSTONE BELT WEALTH ADVISORS, LLC

C36
CRD 335862·SEC 801-132672·CHICAGO, IL
AUM
$260.1M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$780K
@ 30% margin
Est. Deal Value
$6.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GREENSTONE BELT WEALTH ADVISORS, LLC
CRD
335862
SEC file #
801-132672
EIN
—
DBA names
—

Economics

AUM
$260.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$190.1M → $260.1M▲ +37%
Client mix
Individuals High Net Worth73
Individuals Other10
Pension Profit Sharing Plans1

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
3 advisors → 5 advisors▲ +67%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/in/james-petitpren-5937132(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PETITPREN, JAMES, V
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PETITPREN, JAMES, V
SCHILLO, LUKE, M
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:greenstonebelt.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Lpl Financial5
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4221055
Trust Company Affiliate
No

People (5)

5
PETITPREN, JAMES, V
IAR · Direct Owner · 62.5%
4221055
SCHILLO, LUKE, M
IAR · Direct Owner · 37.5%
4958910
JAMES CHRISTOPHER COCHRAN
IAR
4813505
ALEXANDRA P ANDERSEN
IAR
6159199
Collin P Woulfe
IAR
7775399