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

Total Clients

Employees

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Registration Details

Accession: crd-304236
Location: MONTVILLE, NJ
Filing Date: September 22, 2026
AUM: $389.6M
Total Clients: 3
Institutional Clients: 15
Employees: 11
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsBanksPension PlansCharitable OrganizationsCorporations

About this Adviser

GREEN RIDGE WEALTH PLANNING LLC is a registered investment adviser headquartered in MONTVILLE, NJ, managing approximately $389.6M in assets across 3 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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