Green Ridge Wealth Planning LLC

RIASEC Registered
Total AUM
$390M
Discretionary
$384M
99% of AUM
Avg account
$430K
Accounts
907
Employees
11
Advisory reps
6

Firm details

Headquarters
Montville, New Jersey
CRD number
304236
Registered since
June 2, 2021
Website
grwealthplan.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI79.3%
  • Individuals15.74%
  • Corporations / Businesses1.89%
  • Charitable Organizations1.87%
  • Pension & Profit Sharing Plans1.18%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Green Ridge Wealth Planning LLC is an independent registered investment adviser that entered SEC registration in 2021. Structured as a limited liability company with individual ownership, the firm serves both individual and family clients as well as institutional relationships. Its stated advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. Client fees are charged as a percentage of assets under management or via fixed-fee arrangements. The firm is not positioned as a capital allocator; it relies on external managers and traditional advisory channels to build client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 41%, Exchange Traded Equities 18%, Other 17%, Cash & Cash Equivalents 9%, Non-Investment Grade Corp Bonds 8%, Investment Grade Corp Bonds 5%, State & Local Bonds 1%, Private Funds 1%41%
  • Public Funds/Mutual Funds41%
  • Exchange Traded Equities18%
  • Other17%
  • Cash & Cash Equivalents9%
  • Non-Investment Grade Corp Bonds8%

Owners & executives

3 of 3
  • Robert Mascia

    Robert Mascia

    CEO & FounderCRD 6002851

  • Jordan Kaufman

    Jordan Kaufman

    Chief Investment OfficerCRD 4847447

  • Wendy Deer

    Wendy Deer

    CCO & COOCRD 7704619

Contacts

3 of 3
  • Sean Cole

    Sean Cole

    Investment AnalystCRD 7770761

  • Brandon Sisk

    Brandon Sisk

    Investment AnalystCRD 7861802

  • Luciano Betman

    Luciano Betman

    Investment Adviser RepresentativeCRD 8080682

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 47

Active vs passive

$207M in ETFs

Passive

86%

$178M

Active

10%

$29.5M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$29.1M39,34914.03%
Unlock additional holdings →

Location

Primary office

Montville, NJ

Morris

Location

Montville, NJ

Headquartered in Montville, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Morris
Address
150 River Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth