GREEN RIDGE WEALTH PLANNING LLC

Overview

Green Ridge Wealth Planning LLC is an independent registered investment adviser that delivers fee-based financial planning and portfolio management primarily for individuals, families and small businesses, with additional institutional advisory engagements. The firm uses a mix of percentage-of-AUM and fixed-fee billing and structures client relationships around discretionary portfolio management where appropriate while retaining some non-discretionary arrangements. Its advisory scope includes financial planning, ongoing portfolio management and pension consulting services. Investment behavior tilts toward liquid, publicly traded funds as the core exposure, supplemented by allocations to alternatives and structured products for diversification and income. The firm is not an ESG-focused investor and does not act as a principal capital allocator; instead it relies on third-party managers and external fund vehicles for alternative exposure. Custody and execution are largely centralized through a single major custodian, supporting streamlined operations and reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices