CRD: 290767
Green Street Wealth Advisory, LLC
$10.6M Total AUM
$7.9M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Jackson National Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-06-2017
- Office Locations
- 1
Office Locations
70 Romano Vineyard WAY Suite 133 North Kingston RI
About Green Street Wealth Advisory, LLC
Green Street Wealth Advisory is a North Kingstown, RI boutique RIA providing personalized financial planning and ongoing portfolio management for retail clients. Portfolios are built around each client’s goals, risk tolerance, and values, with exposure to ETFs and public funds alongside fixed income. Custody includes Charles Schwab; the firm is owner-led by CCO/manager David Romeo DiCenso.
Team overview
-- AVG AGE
$10.6M AVG AUM / ADVISOR
$364.2K AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DAVID ROMEO DICENSO
Chief Compliance Officer, Manager
- CRD
- #1636085
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,893,567 | -- |
| Non-Discretionary | $2,668,330 | -- |
| Total | $10,561,897 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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