GREEN RIDGE WEALTH PLANNING LLC
CRD #304236 SEC #801-121386 MONTVILLE, NJ 973-554-1770
SEC Registered
Total AUM
$301.6M
Discretionary
$295.1M
Employees
11
Clients
251
Accounts
806
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $301.6M | $295.1M | $6.5M | 11 | 1 |
| Mar 2025 | $301.6M | $295.1M | $6.5M | 10 | 1 |
| Apr 2024 | $240.9M | $234.7M | $6.2M | 10 | 0 |
| Mar 2024 | $240.9M | $234.7M | $6.2M | 9 | 0 |
| Dec 2023 | $178.9M | $174.3M | $4.6M | 9 | 0 |
| Jul 2023 | $178.9M | $174.3M | $4.6M | 9 | 0 |
| May 2023 | $178.9M | $174.3M | $4.6M | 8 | 0 |
| Mar 2023 | $177.5M | $169.5M | $8M | 8 | 0 |
| Mar 2023 | $152M | $143.5M | $8.5M | 8 | 1 |
| Jul 2022 | $152M | $143.5M | $8.5M | 7 | 1 |
| Mar 2022 | $152M | $143.5M | $8.5M | 6 | 1 |
| Jan 2022 | $111.1M | $108M | $3.1M | 4 | 1 |
| Nov 2021 | $111.1M | $108M | $3.1M | 4 | 1 |
| Aug 2021 | $111.1M | $108M | $3.1M | 4 | 1 |
| May 2021 | $111.1M | $108M | $3.1M | 3 | 1 |
DateSep 2025
Total AUM$301.6M
Discretionary$295.1M
Non-Disc.$6.5M
Employees11
Clients1
DateMar 2025
Total AUM$301.6M
Discretionary$295.1M
Non-Disc.$6.5M
Employees10
Clients1
DateApr 2024
Total AUM$240.9M
Discretionary$234.7M
Non-Disc.$6.2M
Employees10
Clients0
DateMar 2024
Total AUM$240.9M
Discretionary$234.7M
Non-Disc.$6.2M
Employees9
Clients0
DateDec 2023
Total AUM$178.9M
Discretionary$174.3M
Non-Disc.$4.6M
Employees9
Clients0
DateJul 2023
Total AUM$178.9M
Discretionary$174.3M
Non-Disc.$4.6M
Employees9
Clients0
DateMay 2023
Total AUM$178.9M
Discretionary$174.3M
Non-Disc.$4.6M
Employees8
Clients0
DateMar 2023
Total AUM$177.5M
Discretionary$169.5M
Non-Disc.$8M
Employees8
Clients0
DateMar 2023
Total AUM$152M
Discretionary$143.5M
Non-Disc.$8.5M
Employees8
Clients1
DateJul 2022
Total AUM$152M
Discretionary$143.5M
Non-Disc.$8.5M
Employees7
Clients1
DateMar 2022
Total AUM$152M
Discretionary$143.5M
Non-Disc.$8.5M
Employees6
Clients1
DateJan 2022
Total AUM$111.1M
Discretionary$108M
Non-Disc.$3.1M
Employees4
Clients1
DateNov 2021
Total AUM$111.1M
Discretionary$108M
Non-Disc.$3.1M
Employees4
Clients1
DateAug 2021
Total AUM$111.1M
Discretionary$108M
Non-Disc.$3.1M
Employees4
Clients1
DateMay 2021
Total AUM$111.1M
Discretionary$108M
Non-Disc.$3.1M
Employees3
Clients1