SEC Form ADV

GREEN RIDGE WEALTH PLANNING LLC

Firm profile: Green Ridge Wealth Planning — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNJ

$389.6M

Assets Under Management

907

Total Clients

Get LP Contact Details

Registration Details

Accession: CRD-304236
Location: MONTVILLE, NJ
Filing Date: February 12, 2026
AUM: $389.6M
Total Clients: 907
Amendment: No
SEC EDGAR: View original filing →

About this Adviser

GREEN RIDGE WEALTH PLANNING LLC is a registered investment adviser headquartered in MONTVILLE, NJ, managing approximately $389.6M in assets across 907 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings