GREEN RIDGE WEALTH PLANNING LLC of MONTVILLE, NJ is an SEC-registered investment adviser (CRD 304236). Regulatory assets under management: $389.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Robert James Mascia | CHIEF EXECUTIVE OFFICER | — |
| Jordan Charles Kaufman | CHIEF INVESTMENT OFFICER | — |
| Wendy Elizabeth Deer | CHIEF COMPLIANCE OFFICER | Montville, NJ |
| KAUFMAN MATTHEW CHARLES | CHIEF INVESTMENT OFFICER | — |
| MASCIA ROBERT JAMES | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| Deer Wendy Elizabeth | CHIEF OPERATING OFFICER | — |