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GREEN STREET WEALTH ADVISORY, LLC
CRD 290767
70 ROMANO VINEYARD WAY, SUITE 133, NORTH KINGSTON, RI, 02852, United States
Phone
401-294-7200
Fax
401-294-7205
Registration
— (—)
Source
State registered
Total AUM
$10.6M
Discretionary AUM
$7.9M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $10.6M |
All web addresses on file
Official SEC filing: View on IAPD