Green Ridge Wealth Planning LLC
● SEC registered since 2021CRD 304236SEC# 801-121386Montville, NJ
Reg. AUM
$389.6M
Employees
11
Accounts
907
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 $389.6 million in regulatory assets under management and employs 11 people.
Green Ridge Wealth Planning LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jordan Charles Kaufman Control | Chief Investment Officer | 50-75% | 2020 |
| Robert James Mascia Control | Chief Executive Officer | 50-75% | 2016 |
| Wendy Elizabeth Deer | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Green Ridge Wealth Planning LLC manage?
Green Ridge Wealth Planning LLC reports $389.6 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 11 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
| Address | 150 River Road, Suite E3, Montville, NJ 07045 |
| Phone | 973-554-1770 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$389.6M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$389.6Mregulatory AUM
Discretionary $383.8MNon-discretionary $5.8M