GREEN RIDGE WEALTH PLANNING LLC
SEC Form ADV profile.
Total regulatory AUM
$389,606,027
Discretionary
$383,837,014
Non-discretionary
$5,769,013
Firm details
- CRD number
- 304236
- SEC file number
- 801-121386
- Main office
- MONTVILLE, NJ, United States
- Employees
- 11
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.