LP Profile

Green Ridge Wealth Planning

Also known as green ridge wealth planning

Wealth ManagerMontville, United StatesFounded 2016
$390M
Assets Under Management
Montville
Headquarters
Investment Focus

About Green Ridge Wealth Planning

Green Ridge Wealth Planning is a fee-only fiduciary wealth planning firm in Montville, New Jersey, in Morris County, founded in 2016. It serves entrepreneurs, business owners, families and professionals. Services include exit-ready business planning, investment management and personal financial planning, coordinated so business and personal finances are addressed together. Its clients are described as builders and professionals with busy schedules who want coordination between their business, tax and personal finances. The firm manages about $390 million in assets.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Green Ridge Wealth Planning from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$389.6M
Total Clients
907
Filing Date
February 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Green Ridge Wealth Planning?

Green Ridge Wealth Planning is a wealth manager based in Montville, United States, managing approximately $390M in assets.

Where is Green Ridge Wealth Planning headquartered?

Green Ridge Wealth Planning is headquartered in Montville, United States.

How much does Green Ridge Wealth Planning manage?

Green Ridge Wealth Planning manages approximately $390M in assets under management.

When was Green Ridge Wealth Planning founded?

Green Ridge Wealth Planning was founded in 2016.

How can I contact Green Ridge Wealth Planning?

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