GREEN STREET WEALTH ADVISORY, LLC

GREEN STREET WEALTH ADVISORY, LLC of NORTH KINGSTON, RI is an SEC-registered investment adviser (CRD 290767). Regulatory assets under management: $10.6M.

Registration

• CRD: 290767
• Type: Registered investment adviser
• Location: 70 ROMANO VINEYARD WAY, NORTH KINGSTON, RI, 02852
• Phone: 401-294-7200
• Latest filing: 2026-03-05
• Regulatory AUM: $10.6M
• Discretionary AUM: $7.9M
• Non-discretionary AUM: $2.7M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290767 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search