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Green Ridge Wealth Planning LLC

● SEC registered since 2021CRD 304236SEC# 801-121386Montville, NJ
Export (members)
Reg. AUM
$301.6M
Employees
10
Accounts
806
Location
Montville, NJ

Green Ridge Wealth Planning LLC assets under management

Green Ridge Wealth Planning LLC is an SEC-registered investment adviser based in Montville, NJ. The firm has been registered since 2021. It reports $301.6 million in regulatory assets under management and employs 10 people.
www.linkedin.com/company/grwealthplanView on SEC.gov ↗

Green Ridge Wealth Planning LLC owners & executives

3 reported
NameTitleOwnershipSince
Jordan Charles Kaufman ControlChief Investment Officer50-75%2020
Robert James Mascia ControlChief Executive Officer50-75%2016
Wendy Elizabeth DeerChief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does Green Ridge Wealth Planning LLC manage?

Green Ridge Wealth Planning LLC reports $301.6 million in regulatory assets under management on its Form ADV.

How many employees does Green Ridge Wealth Planning LLC have?

Green Ridge Wealth Planning LLC reports 10 employees.

Where is Green Ridge Wealth Planning LLC located?

Green Ridge Wealth Planning LLC is based in Montville, NJ and has been SEC-registered since 2021.

Does Green Ridge Wealth Planning LLC disclose fund performance?

Green Ridge Wealth Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address150 River Road, Suite E3, Montville, NJ 07045
Phone973-554-1770
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$295.1M
Non-discretionary$6.5M
Total (RAUM)$301.6M