Legal

Disclosures

Last updated July 1, 2026

This page contains important regulatory disclosures, disclaimers, and legal information for Greenridge Wealth LLC ("Greenridge Wealth"). Please read it carefully. It applies to this website and to any materials, tools, or communications provided through it.

Registration & regulatory status

Greenridge Wealth LLC has applied for registration as an investment adviser in the State of Texas; registration is not yet final. Registration as an investment adviser does not imply a certain level of skill or training, and does not constitute an endorsement by any securities regulator. This content is general information only and is not personalized investment advice. Greenridge Wealth's Form CRS relationship summary is available below or upon request at no charge; its Form ADV Part 2A brochure will be made available once filed. Adviser registration records can be searched on the Investment Adviser Public Disclosure (IAPD) website.

No advice, offer, or solicitation

The information on this website is provided for general informational and educational purposes only. It does not constitute investment, legal, tax, or accounting advice, nor a recommendation, offer, or solicitation to buy or sell any security or to engage Greenridge Wealth's advisory services. Nothing here should be relied upon as the basis for any investment decision. Greenridge Wealth does not provide legal or tax advice; you should consult your own attorney and tax professional regarding your specific situation. An advisory relationship is formed only upon execution of a written agreement with Greenridge Wealth.

Investment risk

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Past performance is not a guarantee of, and is not indicative of, future results. Diversification and asset allocation do not ensure a profit or protect against loss in a declining market. The value of investments and the income from them can go down as well as up.

Where we offer services

Advisory services are offered only in jurisdictions where Greenridge Wealth is registered or qualifies for an applicable exemption. This website does not constitute an offer to provide advisory services in any jurisdiction where Greenridge Wealth is not appropriately registered or exempt.

Hypothetical & illustrative figures

Any calculators, projections, charts, or illustrations on this website are hypothetical and do not represent the actual or projected performance of any Greenridge Wealth account. Where an assumed rate of return is shown, it is based on the S&P 500's long-run historical average total return (approximately 1926 to 2024), compounded annually, less the advisory fee shown, unless stated otherwise. Actual investment returns will vary and may be negative in any given year; an index such as the S&P 500 is not available for direct investment.

Where a "chasing the market" comparison is shown, it assumes a hypothetical investor who buys and sells in reaction to market swings rather than staying invested, giving up approximately 1.2 percentage points of annual return to mistimed transactions. That figure reflects the average investor return shortfall reported in Morningstar's "Mind the Gap 2025" study for the decade ended December 31, 2024. It is a hypothetical illustration, not the performance of any actual account. Past performance, whether actual or hypothetical, is not indicative of future results, and no illustration should be relied upon in making an investment decision.

Fees

Advisory fees vary by account size, service level, and other factors. Any fee rates referenced on this website, including rates used for comparison, are shown for illustrative purposes only and may not reflect the fee applicable to your account. Greenridge Wealth's current fee schedule is described in its Form ADV Part 2A.

Third-party content & links

This website may reference third-party research or link to third-party websites. Such references and links are provided for convenience and do not constitute an endorsement, sponsorship, or recommendation by Greenridge Wealth, and Greenridge Wealth is not responsible for the content or accuracy of third-party materials.

Business continuity

Greenridge Wealth maintains a business continuity plan designed to respond to significant business disruptions by safeguarding records, restoring operations, and continuing to serve clients. Because the timing and impact of disruptions cannot be predicted, the plan may be modified as circumstances warrant. The current plan is available here (PDF), or upon request at inquiries@greenridgegroup.org.

Privacy

Greenridge Wealth's handling of personal information is described in our Privacy Policy.

Requesting documents

To request Greenridge Wealth's Form CRS, business continuity plan, or privacy notice (and its Form ADV Part 2A once filed) at no charge, email inquiries@greenridgegroup.org.

Greenridge Wealth LLC is a subsidiary of Greenridge Group, LLC. This page is provided for informational purposes and may be updated from time to time; the date above reflects the most recent revision.