$389.6M Total AUM
$383.8M Disc. AUM
30.9% 3Y CAGR
11 Employees
305 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest harborSummit element +more
- Established Date
- 06-06-2019
- Office Locations
- 1
Office Locations
150 River Road Montville NJ
About Green Ridge Wealth Planning LLC
Green Ridge Wealth Planning is a fee-only fiduciary RIA providing investment management, financial planning, and business planning for entrepreneurs, professionals, and families. The team builds customized portfolios—often using ETFs and public funds—and coordinates with clients’ tax and estate professionals. Custodied with Charles Schwab.
Team overview
45 AVG AGE
$64.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
3.4 yrs AVG TENURE
11 Employees
6 Advisory Reps
6 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Zenith ridge Bridge Catalyst element Legacy Frontier Vital value Peak Beacon Unison Insight
Client Personas
Zenith Summit Frontier summit
Custodian
Capital Vector Capital summit Signal capital
Investment Themes
Radial Capital signal Bridge
Investment Vehicles
Oak element
Platform
Quantum catalyst
Services
Horizon Foundation optima Value Glacier Vector element Signal alpha Pathway Quantum Legacy zenith Prime Wave foundation Beacon
Technology
Alpha catalyst Frontier Eagle Fusion
Owner & Executives
J
JORDAN CHARLES KAUFMAN
Chief Investment Officer, Financial Advisor, General Partner
- CRD
- #4847447
- Ownership
- 50% but less than 75%
(538) 972-7573
eagle.pioneer@vectorcapital.com
in linkedin.com/in/prime-timber
ROBERT JAMES MASCIA
Advisor, Chief Executive Officer
- CRD
- #6002851
- Ownership
- 50% but less than 75%
(573) 657-7225
atlas.foundation@capitalcapital.com
in linkedin.com/in/bridge-bridge
O
Oak timber
Quantum eagle vital
- CRD
- #91513
- Ownership
- 30.2%
(230) 974-4512
harbor.legacy@vectorcapital.com
in linkedin.com/in/timber-catalyst
Showing 2 of 3 owners & executives
Unlock allContacts
L
Luciano Michael Betman
--
- CRD
- #8080682
(937) 342-7622
bridge.meridian@oakcapital.com
in linkedin.com/in/oak-delta
S
Sean Thomas Cole
Analyst
- CRD
- #7770761
(235) 735-2864
ember.capital@peakcapital.com
in linkedin.com/in/vertex-bridge
H
Horizon insight
Capital catalyst unison
- CRD
- #56064
(691) 808-9943
beacon.wave@frontiercapital.com
in linkedin.com/in/unison-element
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $383,837,014 | $426,960 |
| Non-Discretionary | $5,769,013 | $721,127 |
| Total | $389,606,027 | $429,555 |
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Separately Managed Accounts
Total SMA Asset: $389,606,027
Public Funds:
11.9% Equity - Exchange:
7.2% Other:
20.3% Cash:
6.3% Corporate - Non-Investment Grade:
20.1% Corporate - Investment Grade:
9.2% Municipal Bonds:
15.5% Private Funds:
9.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $673,813,356 | 11.9% |
| Equity - Exchange | $407,685,392 | 7.2% |
| Other | $1,149,446,314 | 20.3% |
| Cash | $356,724,718 | 6.3% |
| Corporate - Non-Investment Grade | $1,138,121,720 | 20.1% |
| Corporate - Investment Grade | $520,931,334 | 9.2% |
| Municipal Bonds | $877,656,052 | 15.5% |
| Private Funds | $537,918,226 | 9.5% |
| Total | $5,662,297,112 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL PATHWAY | CREST MATRIX | TTFVAM9L8 | NROWH | 12.27% | $8,452,247 |
| NORTH PATHWAY | WAVE OPTIMA | LXO4EYT3P | BRB | 4.13% | $55,178,584 |
| BRIDGE SIGNAL PRIME | MATRIX UNISON | II2FFZ027 | NSPAW | 1.77% | $73,104,107 |
| FOCUS HARBOR | RIDGE HORIZON | ZL4BSB1S5 | EJDP | 10.21% | $81,848,827 |
| HORIZON OPTIMA | SUMMIT VALUE | W76ESBGKV | DJUVM | 2.03% | $11,736,840 |
| TIMBER MATRIX | VITAL LEGACY | JISRM191J | GSK | 5.54% | $14,533,572 |
| WAVE UNISON | ATLAS VERTEX | DJ1E9USGZ | NRJW | 3.62% | $107,917,378 |
| RIDGE CREST | PIONEER FRONTIER | 3SNK0NAST | WCX | 6.10% | $25,879,711 |