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GREEN RIDGE WEALTH PLANNING LLC

MONTVILLE, NJ · CRD 304236 · IAPD ↗ · 973-554-1770

$389.6MRegulatory AUM
5Advisory reps
11Employees
3Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
October 2026 — GREEN RIDGE WEALTH PLANNING LLC now reports custody of client assets ($5.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
March 2026 — GREEN RIDGE WEALTH PLANNING LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2026 — GREEN RIDGE WEALTH PLANNING LLC reported RAUM up 29% ($301.6M -> $389.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2025 — GREEN RIDGE WEALTH PLANNING LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2025 — GREEN RIDGE WEALTH PLANNING LLC reported RAUM up 25% ($240.9M -> $301.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — GREEN RIDGE WEALTH PLANNING LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — GREEN RIDGE WEALTH PLANNING LLC reported RAUM up 35% ($178.9M -> $240.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — GREEN RIDGE WEALTH PLANNING LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.