# Green Street Wealth Advisory, LLC

> Green Street Wealth Advisory, LLC is a state-registered investment advisory firm in North Kingston, RI, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 290767
- Filed as: GREEN STREET WEALTH ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: North Kingston, RI
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290767
- AdvisorCensus page: https://advisorcensus.com/firm/green-street-wealth-advisory-llc-north-kingston-ri-290767

## Quick answers

**How is Green Street Wealth Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Green Street Wealth Advisory, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Green Street Wealth Advisory, LLC located?**
Green Street Wealth Advisory, LLC's principal office is in North Kingston, RI, according to its Form ADV.

**Is Green Street Wealth Advisory, LLC registered with the SEC or a state?**
Green Street Wealth Advisory, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 290767.

**How much does Green Street Wealth Advisory, LLC manage?**
Green Street Wealth Advisory, LLC reports $10,561,897 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (75% discretionary).

**What types of clients does Green Street Wealth Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29).

**Does Green Street Wealth Advisory, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290767

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $10,561,897
- Discretionary: $7,893,567
- Non-discretionary: $2,668,330

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $10,561,897 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [greenstreetwealth.com](https://greenstreetwealth.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Green Street Wealth Advisory, LLC (CRD 290767): Form ADV filing data as of October 2026.