Luciano Michael Betman
Investment adviser representative at Green Ridge Wealth Planning LLC
11 yearsExperience
2 statesRegistered in
$389.6MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Green Ridge Wealth Planning LLCJan 2024 to now
- Loyola University MarylandAug 2019 to Jan 2024
- Oratory Preparatory SchoolApr 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NH, NJ).
Green Ridge Wealth Planning LLC
$389.6MAssets managed
302Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8080682
- Firm CRD
- 304236