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| Happy Holidays!! thanks for using AUM13F!! |
| Green Ridge Wealth Planning LLC
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| CRD # | 304236 |
| SEC # | 801-121386 |
| CIK # | |
| AUM | $301.6 M (2025-03-16) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 973-554-1770 |
| Address | 150 River Road Montville, NJ 07045 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 65.0 |
| (b) Individuals (high net worth individuals) | 58 | 220.9 |
| (c) Banking or thrift institutions | 9 | 0.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 4.9 |
| (h) Charitable organizations | 1 | 5.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 5.7 |
| (n) Other | 0 | 0.0 |
| Total | 806 | 301.6 |
| By Discretionary | ||
| Discretionary | 797 | 295.1 |
| Non-Discretionary | 9 | 6.5 |
| Total | 806 | 301.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 301.2 | |
| Total | 806 | 301.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JPS Financial LLC
✚
|
OH | 0.3 |
|
Watershed Private Wealth LLC
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|
IL | 0.3 |
|
Crestmont Private Wealth LLC
✚
|
TX | 0.3 |
|
Old Bridge Capital Management Private Limited
✚
|
0.3 | |
|
Clay Northam Wealth Management LLC
✚
|
CA | 0.3 |
|
USA Financial Securities LLC
✚
|
MI | 0.3 |
|
Fai Advisors Inc
✚
|
MI | 0.3 |
|
Hamilton Capital Partners LLC
✚
|
GA | 0.3 |
|
Mendel Money Management Inc
✚
|
IL | 0.3 |
|
Seros Financial LLC
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|
AZ | 0.3 |