Green Ridge Wealth Planning LLC

CRD 304236 · Montville, NJ · $389.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 304236
SEC number: 801-121386
Firm type: RIA
Assets under management: $389.6M as of Feb 12, 2026
Website: www.linkedin.com/company/grwealthplan ↗
Phone: 973-554-1770
Address: 150 River Road, Montville, NJ, 07045

Advisors at this firm

5 in our index · page 1 of 1

Luciano Michael BetmanCRD 8080682 · Montville, NJ

IA Registered
Sean Thomas ColeCRD 7770761 · Montville, NJ

IA Registered
Jordan Charles KaufmanCRD 4847447 · Montville, NJ

IA RegisteredRegistration inactive
Robert James MasciaCRD 6002851 · Montville, NJ

IA RegisteredRegistration inactive
Brandon SiskCRD 7861802 · Montville, NJ

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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