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GREEN RIDGE WEALTH PLANNING LLC
CRD 304236File 801-121386
APPROVED
Retail clients
Custody
Filing as of Sep 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$389.6M
Below cohort median (national)
Discretionary AUM
$383.8M
Non-discretionary $5.8M
Clients
302
907 accounts
Employees
11
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://GRWEALTHPLAN.COM/
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, 5GCompensation
- 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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 257 | 302 | increased by45 |
| Mar 1, 2026 | AUM | $301,574,479 | $389,606,027 | increased by$88,031,548 |
| Mar 1, 2026 | Accounts | 806 | 907 | increased by101 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 10 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 187 | 257 | increased by70 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $152,013,000 | $301,574,479 | increased by$149,561,479 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 187 | 806 | increased by619 |
| Aug 1, 2022 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2022 | Employees | 4 | 6 | increased by2 |
| Apr 1, 2022 | Clients | 145 | 187 | increased by42 |
| Apr 1, 2022 | AUM | $111,099,999 | $152,013,000 | increased by$40,913,001 |
| Apr 1, 2022 | Accounts | 108 | 187 | increased by79 |
| Sep 1, 2021 | Employees | 3 | 4 | increased by1 |
| Jul 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GREEN RIDGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GREEN RIDGE” may also match similarly-named firms). Confirm identity against each filing.
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.