# Greenstone Wealth Management

Greenstone Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 305311
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305311

## About

GREENSTONE WEALTH MANAGEMENT is a state-registered investment adviser in FOREST CITY, IA. The firm manages $44 million in assets, $42 million on a discretionary basis. It has 5 employees and 3 investment advisers.

## Questions

### Who runs Greenstone Wealth Management?

No named principals or investment decision-makers are publicly associated with Greenstone Wealth Management. The firm's leadership team is not listed on any known regulatory filing or professional platform.

### What is Greenstone Wealth Management's investment strategy?

The firm does not disclose its investment strategy, asset-class mix, stage focus, or geographic coverage. No portfolio companies or co-investment activity have been publicly reported.

### Where is Greenstone Wealth Management headquartered?

The firm's city and country of headquarters are not published in any accessible source. Its state or province of registration is also unknown.

### Does Greenstone Wealth Management have a website or LinkedIn page?

No official website URL or LinkedIn company page has been identified for this firm. The absence of a digital presence restricts public verification of its services and operations.

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Last updated: 2026-06-03T20:00:00.000Z

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