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GREEN RIDGE WEALTH PLANNING LLC
CRD 304236 · SEC 801-121386
150 RIVER ROAD, SUITE E3, MONTVILLE, NJ, 07045, United States
Phone
973-554-1770
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$389.6M
Discretionary AUM
$383.8M
Team
11 total employees; 6 advisory reps; 3 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 180 | $61.3M |
| High net worth individuals | 103 | $309.0M |
| Banking/thrift institutions | 11 | $115K |
| Pension/profit sharing plans | 3 | $4.6M |
| Charitable organizations | 1 | $7.3M |
| Corporations/business entities | 4 | $7.3M |
States served
CA, NJ, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD