# GREEN RIDGE WEALTH PLANNING LLC

GREEN RIDGE WEALTH PLANNING LLC of MONTVILLE, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 304236
- Type: SEC-registered investment adviser
- SEC file number: 801-121386
- Location: 150 RIVER ROAD, SUITE E3, MONTVILLE, NJ, 07045
- Phone: 973-554-1770
- Latest filing: 2026-02-12
- Regulatory AUM: $389.6M
- Discretionary AUM: $383.8M
- Non-discretionary AUM: $5.8M
- Clients: 11
- Accounts: 907

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (6)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304236/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304236/similar
- Related entities: https://search.stillhousedata.com/firm/304236/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304236

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.