RIA Intel›Advisers›Iowa›GREENSTONE WEALTH MANAGEMENT, LLC

GREENSTONE WEALTH MANAGEMENT, LLC

Advisory

FOREST CITY, IA

Data as of Feb 19, 2026 · Source: SEC Form ADV

Rank in IA

#150

of 154 advisers by AUM

Average account

$404K

across 108 accounts

AUM per adviser

$15M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$44M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$44M

Discretionary AUM$42M

Non-Discretionary AUM$1M

Discretionary %97.3%

Total Clients108

Team

Total Employees5

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

108 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IA

Closest by assets under management. All figures from Form ADV.

BUSBEE WEALTH ADVISORS LLC

CEDAR RAPIDS, IA

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SUCCESSFUL RESOURCE MANAGEMENT, LLC

$43M

$44M

HJN ADVISORS, LLP

$45M

HART WEALTH MANAGEMENT LLC

WEST DES MOINES, IA

$46M

RED CEDAR ADVISORY, INC.

CEDAR RAPIDS, IA

$41M

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