GREEN STREET WEALTH ADVISORY, LLC

Overview

Green Street Wealth Advisory, LLC is a small, fee-based advisory practice focused on serving individual and family clients. The firm delivers portfolio management for individuals, small businesses and institutional/business clients and also runs educational seminars and workshops. Its compensation model is a percentage of assets under management, and its operations are organized as a single-owner limited liability company. Investment activity centers on traditional public funds and mutual funds as the primary building blocks for client portfolios, with supplementary allocations to annuity products. The firm does not identify as an active ESG investor and is not structured as a multi-state advisory platform or a pension consultant. Strategy emphasis appears pragmatic and client-driven rather than product-driven: core public fund exposure for diversified equity and fixed income exposure, with selective use of alternatives and insurance wrappers where appropriate for client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices