This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$390MItem 5.F on the latest filing (2026-02-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$384M

Private client RAUM

$370MderivedItem 5.D individuals plus high net worth individuals

Private client share

95%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$77.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

11

Advisory employees

6

Offices

0Schedule D 1.F, beyond the principal office

Accounts

907

Individual clients

180

High net worth clients

103

SEC number

801-121386

CRD

304236

Filings on the tape

16

First filed

May 4, 2021

Latest filed

Feb 12, 2026

Organised

Limited Liability Company, NJ

• Occurred

  Nov 17, 2021
  Control person joined

  Charles Jordan Kaufman (Chief Investment Officer) appeared on Schedule A of Green Ridge Wealth Planning Llc

  Form ADVobserved 4 days ago
• Occurred

  May 4, 2021
  First Form ADV filing

  Green Ridge Wealth Planning Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a95653b7-2195-c5f3-9757-e9907e401fe2

First observed

May 4, 2021

Last observed

Feb 12, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.