Green Street Wealth Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,561,897
Clients
29
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
HighAverage account size
$364,203
About
Green Street Wealth Advisory provides customized investment management to individuals, corporations, and other business entities and offers ongoing management of variable annuity subaccounts. The firm operates on a fee-only basis, does not sell commissioned financial products or offer stand-alone financial planning, and implements trades under a limited power of attorney while client assets remain with qualified custodians.
The firm’s investment approach emphasizes long-term, buy-and-hold portfolios informed by fundamental and technical analysis, with services available on both discretionary and non-discretionary bases. Cash and cash equivalents are treated as an asset class (using the custodian’s money-market option), accounts are monitored continuously, and formal reviews occur at least quarterly.
While most independent advisers primarily serve individual clients, Green Street also provides portfolio management to institutional clients and conducts no-charge educational seminars and workshops in partnership with attorneys and accountants—features that are uncommon among peers. The firm also manages allocations within variable annuities, maintains an insurance license for advisory knowledge without selling insurance products, and generally leaves proxy voting decisions to clients.
Client services
Portfolio management
Educational seminars or workshops
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $500,000: 1.95% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,500,000: 0.75% $3,500,001 - $5,000,000: 0.60% $5,000,001 - $15,000,000: 0.50% $15,000,001+: Negotiable
Fee-only: Strictly fee-only; no commissions accepted.
Main office location
Green Street Wealth Advisory, LLC
70 Romano Vineyard Way, Suite 133
North Kingston RI 02852, United States
Number of offices
1
Most active in
Green Street Wealth Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Rhode Island
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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