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| Green Ridge Wealth Planning LLC
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|---|---|
| CRD # | 304236 |
| SEC # | 801-121386 |
| CIK # | 0002117069 |
| AUM | 389.6 M (2026-02-12) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 973-554-1770 |
| Address | 150 River Road Montville, NJ 07045 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.3 | ||
| Alphabet Inc | 7.2 | ||
| Advanced Micro Devices Inc | 5.9 | ||
| Amazon Com Inc | 5.9 | ||
| Nvidia Corp | 4.9 | ||
| Microsoft Corp | 4.1 | ||
| Alphabet Inc | 2.5 | ||
| Tesla Motors Inc | 2.0 | ||
| Facebook Inc | 1.9 | ||
| J P Morgan Chase & Co | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 61.3 |
| (b) Individuals (high net worth individuals) | 103 | 309.0 |
| (c) Banking or thrift institutions | 11 | 0.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 4.6 |
| (h) Charitable organizations | 1 | 7.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 7.3 |
| (n) Other | 0 | 0.0 |
| Total | 907 | 389.6 |
| By Discretionary | ||
| Discretionary | 899 | 383.8 |
| Non-Discretionary | 8 | 5.8 |
| Total | 907 | 389.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.0 | |
| United States Persons | 384.6 | |
| Total | 907 | 389.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002117069] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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GA | 390.8 M |
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Evans Investment Advisors LLC
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Hillcrest Wealth Advisors - NY LLC
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|
Shrier Wealth Management LLC
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|
Hahn Capital Management LLC
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|
Avisen Advisors LLC
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|
Redwood Financial Planning LLC
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NJ | 388.8 M |
|
Know Your Options LLC
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|
IL | 388.8 M |
|
Marin Financial Advisors LLC
✚
|
CA | 388.8 M |
|
James Reed Financial Services Inc
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OH | 388.6 M |