Green Ridge Wealth Planning LLC
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Learn more about Green Ridge Wealth Planning LLC
Overview
Green Ridge Wealth Planning LLC is a financial advisor company that has its headquarters in Montville, New Jersey. Green Ridge Wealth Planning LLC controls $177.5 million in assets over 572 accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). The company has a small group, including 3 financial advisors. Green Ridge Wealth Planning LLC is not a registered broker-dealer, signifying that it cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable fiscal investments like bonds, stocks and options.
Green Ridge Wealth Planning LLC administers most of its accounts on a discretionary basis. Discretionary management signifies that buy and sell decisions are made by a portfolio manager without needing the customer's approval. It also manages 12 non-discretionary accounts with a total of $8.0 million in assets. The advisory firm's typical account size is $310,295. An average advisor at Green Ridge Wealth Planning LLC manages around 191 client accounts.
Green Ridge Wealth Planning LLC's headquarters is located at 150 River Road, Montville, New Jersey 7045. The firm is legally permitted to serve customers throughout a few states, including Florida, New Jersey, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Green Ridge Wealth Planning LLC by the Numbers
$177.5 million
8
572
$310.3 thousand
Products and Services
Green Ridge Wealth Planning LLC offers multiple financial services, which can include financial planning services, portfolio management for individuals and small businesses and pension consulting services. In the last financial year, the firm provided financial planning services to 1-10 of its customers. It is not involved in selling products or offering services other than investment advice to its investment advisory clients. Green Ridge Wealth Planning LLC is affiliated with a number of other service providers in the financial services industry, including with a lawyer or law firm.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees typically vary depending on which services are offered. Fees billed by the company likely consist of the following fee types: asset-based or fixed. The company does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm manages money for a number of different investors. Green Ridge Wealth Planning LLC provides services to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, other investment advisers, insurance companies and corporations. Out of its 572 accounts, Green Ridge Wealth Planning LLC's biggest client group by number of accounts is retail investors, although it also caters to three high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 1.45%
- Other Individuals - 91.79%
- Corporations - 6.28%
- Charitable Organizations - 0.48%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Green Ridge Wealth Planning LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Green Ridge Wealth Planning LLC
Montville, NJ
Montville, NJ
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