RIA Intel›Advisers›Rhode Island›GREEN STREET WEALTH ADVISORY, LLC

GREEN STREET WEALTH ADVISORY, LLC

Advisory

NORTH KINGSTON, RI

Data as of Mar 5, 2026 · Source: SEC Form ADV

Average account

$352K

across 30 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$8M

Non-Discretionary AUM$3M

Discretionary %74.7%

Total Clients29

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InRI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in RI

Closest by assets under management. All figures from Form ADV.

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$8M

GOAL WEALTH ADVISORY GROUP, LLC

$14M

GUIDICI WEALTH MANAGEMENT LLC

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