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GREENSTONE WEALTH MANAGEMENT
GREENSTONE WEALTH MANAGEMENT, LLC
CRD 305311
101 N CLARK ST, FOREST CITY, IA, 50436, United States
Phone
(641)585-4000
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$43.6M
Discretionary AUM
$42.5M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $37.6M |
| High net worth individuals | 2 | $6.0M |
All web addresses on file
Official SEC filing: View on IAPD