Greenstone Belt Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$258,916,000
Clients
83
Advisors
5
of 5 employees
About
Greenstone Belt Wealth Advisors serves individuals and families, including high‑net‑worth clients, offering fee‑based financial, estate, tax, and retirement planning alongside discretionary portfolio management. The firm also provides ERISA retirement plan consulting and fiduciary services for plan sponsors and participants, and implements portfolios using mutual funds, ETFs, individual securities, and third‑party managers.
The firm’s investment approach is grounded in modern portfolio theory, emphasizing diversification across asset classes, minimizing fees and transaction costs, and seeking after‑tax efficiency through tailored target allocations and periodic rebalancing. GBWA routinely uses institutional share classes, may employ options and other strategies for portfolio management, and engages third‑party managers and model portfolios available through LPL Financial’s MAS and SWM platforms.
What distinguishes GBWA from many peers is its combination of roles and affiliations: it sponsors its own wrap fee program, its advisers participate in LPL‑sponsored advisory platforms (MAS and SWM), and certain firm advisers are registered representatives of LPL Financial and licensed insurance agents. These platform relationships (including transition assistance and other benefits disclosed by LPL) and the firm’s use of outside managers are material operational features that can create potential conflicts of interest and may influence custodial or product recommendations; the firm also manages roughly $260 million of client assets with a three‑adviser team.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees generally range between $500 and $25,000; fees are negotiable and based on complexity.
$100 to $500 per hour for financial planning services
Account minimum: $1,000,000 Fee-only: Financial planning fixed fees generally range between $500 and $25,000; hourly fees range from $100 to $500 per hour; fees are negotiable and may be partially or completely waived.
Main office
401 N Michigan Ave, Suite 1200
Chicago IL 60611
Advisors at this office
5
Most active in
California · Illinois · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
James P
Series 66
Chicago, IL
Greenstone Belt Wealth Advisors, LLC
James Petitpren is a financial advisor at Greenstone Belt Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at ORBA Wealth Advisors, LPL Financial, IHT Wealth Management, and BMO Private Bank. Greenstone Belt Wealth Advisors, LLC is a small supported firm serving individuals, families, estates, trusts, and retirement plans. The firm’s investment approach focuses on modern portfolio theory, diversification, tax-aware decisions, and fee minimization, with portfolios tailored to clients’ goals and risk tolerance.
James C
CFP®, Series 63, Series 66
Chicago, IL
Greenstone Belt Wealth Advisors, LLC
James Cochran is a CFP® professional with 20 years of industry experience. He is currently with Greenstone Belt Wealth Advisors, LLC and has held positions at LPL Financial LLC, IHT Wealth Management, LLC, and Independent Financial Partners. He holds Series 63 and Series 66 licenses and is also involved in a marketing and insurance business. Greenstone Belt Wealth Advisors, LLC is a small supported advisory firm serving individuals, families, high-net-worth clients, estates, trusts, and retirement plans. The firm provides comprehensive financial planning and portfolio management with an investment approach based on modern portfolio theory, focusing on diversification, tax awareness, and fee minimization.
Alexandra A
Series 65
Chicago, IL
Greenstone Belt Wealth Advisors, LLC
Alexandra Andersen is a financial advisor at Greenstone Belt Wealth Advisors, LLC with a Series 65 license and one year of industry experience. She previously worked at Ostrow Reisin Berk & Abrams, Ltd for seven years and at Scribe America for two years. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, providing fee-based financial, estate, tax, and retirement planning, as well as discretionary portfolio management. The firm employs a diversified investment approach grounded in modern portfolio theory and offers additional services such as ERISA retirement plan consulting and fiduciary support.
Luke S
Series 65
Chicago, IL
Greenstone Belt Wealth Advisors, LLC
Luke Schillo is a financial advisor at Greenstone Belt Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has previous experience at ORBA Wealth Advisors and Telemus Capital, LLC. Outside of advising, he is a partner and passive investor in Enjoyum Restaurant Group, Inc., a restaurant business based in Chicago. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, offering comprehensive financial, estate, tax, and retirement planning alongside discretionary portfolio management. The firm applies a modern portfolio theory approach, emphasizing diversification, cost minimization, and after-tax efficiency, while utilizing mutual funds, ETFs, individual securities, third-party managers, and various LPL Financial advisory platforms.
Collin W
Series 65
Chicago, IL
Greenstone Belt Wealth Advisors, LLC
Collin Woulfe is a financial advisor at Greenstone Belt Wealth Advisors, LLC in Chicago, IL, holding a Series 65 designation. He has two years of prior experience at ORBA Wealth Advisors and began his financial services career after roles in education at Saint Xavier University and Lockport Township High School. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, providing fee-based financial, estate, tax, and retirement planning alongside discretionary portfolio management. The firm’s investment approach is based on modern portfolio theory with an emphasis on diversification, cost minimization, and after-tax efficiency.
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