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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Deer, Wendy, Elizabeth | I | CHIEF OPERATING OFFICER | NA | |
| Deer, Wendy, Elizabeth | I | CHIEF OPERATING OFFICER | NA | |
| Deer, Wendy, Elizabeth | I | CHIEF OPERATING OFFICER | NA | |
| Deer, Wendy, Elizabeth | I | CHIEF OPERATING OFFICER | NA | |
| Deer, Wendy, Elizabeth | I | CHIEF OPERATING OFFICER | NA | |
| Deer, Wendy, Elizabeth | I | CHIEF OPERATING OFFICER | NA | |
| Deer, Wendy, Elizabeth | I | CHIEF OPERATING OFFICER | NA | |
| Deer, Wendy, Elizabeth | I | CHIEF COMPLIANCE OFFICER | NA | |
| Deer, Wendy, Elizabeth | I | CHIEF COMPLIANCE OFFICER | NA | |
| MASCIA, ROBERT, JAMES | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| MASCIA, ROBERT, JAMES | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| KAUFMAN, JORDAN, CHARLES | I | CHIEF INVESTMENT OFFICER | D | Control |
| KAUFMAN, JORDAN, CHARLES | I | CHIEF INVESTMENT OFFICER | D | Control |
| KAUFMAN, JORDAN, CHARLES | I | CHIEF INVESTMENT OFFICER | D | Control |
| KAUFMAN, JORDAN, CHARLES | I | CHIEF INVESTMENT OFFICER | D | Control |
| KAUFMAN, JORDAN, CHARLES | I | CHIEF INVESTMENT OFFICER | D | Control |
| KAUFMAN, JORDAN, CHARLES | I | CHIEF INVESTMENT OFFICER | D | Control |
| KAUFMAN, JORDAN, CHARLES | I | CHIEF INVESTMENT OFFICER | D | Control |
| KAUFMAN, JORDAN, CHARLES | I | CHIEF INVESTMENT OFFICER | D | Control |
| KAUFMAN, JORDAN, CHARLES | I | CHIEF INVESTMENT OFFICER | D | Control |
| KAUFMAN, JORDAN, CHARLES | I | CHIEF INVESTMENT OFFICER | D | Control |
| KAUFMAN, JORDAN, CHARLES | I | CHIEF INVESTMENT OFFICER | D | Control |
| KAUFMAN, JORDAN, CHARLES | I | CHIEF INVESTMENT OFFICER | D | Control |
| KAUFMAN, JORDAN, CHARLES | I | CHIEF INVESTMENT OFFICER | D | Control |
| MASCIA, ROBERT, JAMES | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| MASCIA, ROBERT, JAMES | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| MASCIA, ROBERT, JAMES | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| MASCIA, ROBERT, JAMES | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| MASCIA, ROBERT, JAMES | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| MASCIA, ROBERT, JAMES | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| MASCIA, ROBERT, JAMES | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| MASCIA, ROBERT, JAMES | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| MASCIA, ROBERT, JAMES | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| MASCIA, ROBERT, JAMES | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| MASCIA, ROBERT, JAMES | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| MASCIA, ROBERT, JAMES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| MASCIA, ROBERT, JAMES | I | CHIEF EXECUTIVE OFFICER | D | Control |
Registrations
Federal
IA
Sep 9, 2025 REGISTERED
Notice Filings (5)
FL NH NJ NY TX
Address
150 RIVER ROADSUITE E3
MONTVILLE, NJ 07045
United States
Phone: 973-554-1770