Updated:
GREEN STREET WEALTH ADVISORY, LLC
Green Street Wealth Advisory, LLC operates as a multi-family office and RIA based in New York City.
GREEN STREET WEALTH ADVISORY, LLC
Green Street Wealth Advisory, LLC operates as a multi-family office and RIA based in New York City. The firm's founding year and names of managing principals are not disclosed in public filings or online sources. It serves a client base of high-net-worth families, offering financial planning, portfolio management, and estate planning services. The firm's investment approach is centered on diversification across liquid asset classes, including equities, fixed income, and alternative investments such as private placements. Tax efficiency and legacy planning appear as stated priorities. No specific portfolio companies, co-investors, or deal-level data are publicly attributed to the firm. Geographic exposure is likely US-focused given the New York base. Team size and additional office locations are not documented in public records. No affiliated philanthropic vehicles or operating companies are linked to the firm. The most recent public data is the firm's 2023 Form ADV filing with the SEC, which confirms RIA registration status but does not disclose AUM. The firm's structural differentiator is its status as a multi-family office RIA, which allows it to provide personalized wealth advisory without the public profile of larger firms. Succession planning for client families is a core service, but the firm's own governance structure remains opaque.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Green Street Wealth Advisory?
The firm does not publicly disclose its principals or investment committee members. Its SEC Form ADV filings list the firm as an RIA with no named individual advisors. Prospective clients would need to request advisor credentials directly.
Is Green Street Wealth Advisory structured as a single family office or multi-family office?
The firm operates as a multi-family office registered as an RIA. It serves more than one family, distinguishing it from a single-family office. Its services include financial planning and investment management tailored to high-net-worth clients.
What services does Green Street Wealth Advisory offer beyond investment management?
The firm provides holistic wealth management including estate planning, tax optimization strategies, and retirement planning. These services are typical for a multi-family office RIA, focusing on the full financial lifecycle of client families.
Does Green Street Wealth Advisory disclose its AUM or client count publicly?
No, the firm does not publicly report its AUM or client count. Its SEC Form ADV filings do not include a current AUM figure. This is common for smaller RIAs that are not required to disclose assets under management.
What investment types does Green Street Wealth Advisory use?
The firm diversifies across equities, fixed income, and alternative investments such as private placements and real estate. Its approach is balanced and tax-aware, with a long-term capital preservation mandate.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: