Luciano Michael Betman

Employer firm

Green Ridge Wealth Planning LLC CRD 304236

$390M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 05/2019
  Oratory Preparatory School
  Summit, NJ
• 08/2019 → 01/2024
  Loyola University Maryland
  Baltimore, MD
• 01/2024 → Present
  Green Ridge Wealth Planning
  Montville, NJ
• 04/2025 → Present
  Green Ridge Wealth Planning Llc
  Montville, NJ

Other Businesses

1) Just Pros Realty LLC; Investment Related; 488 Springfield Avenue Summit NJ 07901; real estate salesperson (referral) license which allows them to keep their license, but it is inactive. They can refer buyers/sellers to others with active licenses and may be paid a commission.; RE Salesperson (Referral); Can only refer, RE salesperson license is otherwise inactive.; Start date: 2025-06-26; Hours per month during trading hours: 0; Hours per month outside trading hours: 0.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-27