GREEN RIDGE WEALTH PLANNING LLC

CRD 304236File 801-121386

APPROVED

Retail clients

Filing as of Feb 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$389.6M

Below cohort median (national)

Discretionary AUM

$383.8M

Non-discretionary $5.8M

Clients

302

907 accounts

Employees

Below cohort median in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jun 2, 2021
Principal office: 150 RIVER ROAD, SUITE E3, MONTVILLE, NJ, 07045
Phone: 973-554-1770
Website: https://www.linkedin.com/company/grwealthplan

Assets & accounts

ADV Item 5F

Total regulatory AUM: $389.6M
Discretionary AUM: $383.8M
Non-discretionary AUM: $5.8M
Discretionary accounts: 899
Non-discretionary accounts: 8
Total accounts: 907
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$7.3M
Charitable organizations	Fewer than 5	$7.3M
High net worth individuals	103	$309.0M
Banking or thrift institutions	11	$115K
Pension and profit sharing plans	Fewer than 5	$4.6M
Individuals (other than high net worth individuals)	180	$61.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.