Greenstone Wealth Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 305311
· Forest City, IA
· www.greenstonewealth.com
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ADV data as of Feb 19, 2026
- Regulatory AUM
- $43.6M
- Discretionary
- $42.5M
- Clients
- 108
- Avg AUM / client
- $404K
- Accounts
- 108
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 106 | $37.6M | 86.2% |
| High net worth individuals | 2 | $6.0M | 13.8% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Taylor Wilson | Registered representative | CFP | Oct 2019 (7y) | |
| Levi Rogeness | Registered representative | Feb 2023 (3y) | ||
| Elijah Wagner | Registered representative | Aug 2025 (1y) | ||
| Julianna Burkholder | Registered representative | Dec 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/19/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Mtg, Llc $32.5M (74% of AUM) Feb 2026
- Charles Schwab & Co. $10.0M (23% of AUM) Feb 2026
- Nationwide Securities, Llc $1.2M (3% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗