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GREEN STREET WEALTH ADVISORY, LLC
GREEN STREET WEALTH ADVISORY, LLC is an SEC-registered investment adviser in NORTH KINGSTON, RI. The firm manages $11 million in regulatory assets, $8 million...
GREEN STREET WEALTH ADVISORY, LLC
GREEN STREET WEALTH ADVISORY, LLC is an SEC-registered investment adviser in NORTH KINGSTON, RI. The firm manages $11 million in regulatory assets, $8 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
North Kingston
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.
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