Green Ridge Wealth Planning LLC
Green Ridge Wealth Planning LLC is an SEC-registered wealth manager in Montville, NJ with $389.6M assets under management (AUM, regulatory AUM), +62% over one year. See who owns Green Ridge Wealth Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304236, SEC 801-121386, data through 2026-02-12.
- AUM (assets under management / regulatory AUM)
- $389.6M (2026-02-12)
- Firm type
- Wealth Manager
- Location
- Montville, NJ
- Employees
- 11
- Clients
- 302
- CRD
- 304236
- Ownership
- MASCIA, ROBERT, JAMES; KAUFMAN, JORDAN, CHARLES; Deer, Wendy, Elizabeth
How much AUM does Green Ridge Wealth Planning LLC have?
Green Ridge Wealth Planning LLC reported $389.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-12).
Who owns Green Ridge Wealth Planning LLC?
Disclosed owners and executives of Green Ridge Wealth Planning LLC include MASCIA, ROBERT, JAMES, KAUFMAN, JORDAN, CHARLES, Deer, Wendy, Elizabeth. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.