Luciano Betman
Green Ridge Wealth Planning · Montville, New Jersey
Luciano Betman is a fee-only financial advisor at Green Ridge Wealth Planning in Montville, New Jersey. Luciano focuses on founders (pre-exit) and small business owners. Green Ridge Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Luciano →
Specialties
Who they serve
- Founders
Facts
| Firm | Green Ridge Wealth Planning |
|---|---|
| Based in | Montville, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $389.6M across 907 accounts |
| SEC registration | Investment adviser representative in NH, NJ · CRD 8080682 |
| Exams passed | Series 65 (2025) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | grwealthplan.com |
How Luciano's firm compares
- Green Ridge Wealth Planning's average account is about $430,000, from its Form ADV (assets managed divided by 907 accounts).
Request an introduction to Luciano
Tell Luciano a little about what you're looking for. Luciano isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Luciano
Is Luciano Betman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luciano holds no broker registration, and Green Ridge Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Luciano charge for financial advice?
Luciano's firm, Green Ridge Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Luciano Betman based?
Luciano Betman is based in Montville, New Jersey.
What does Luciano specialize in?
Luciano's specialties include founders (pre-exit) and small business owners. Luciano works with founders.
Is Luciano Betman registered with the SEC?
Yes. Luciano Betman is registered as an investment adviser representative in NH and NJ (CRD 8080682), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Green Ridge Wealth Planning manage?
Green Ridge Wealth Planning reports $389.6M across 907 accounts in assets under management.
How do I contact Luciano Betman?
Through Luciano's website, grwealthplan.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Green Ridge Wealth Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.