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MODERA WEALTH MANAGEMENT, LLC
CRD 155649 · SEC 801-71973
56 JEFFERSON AVENUE, WESTWOOD, NJ, 07675, United States
Phone
(201) 768-4600
Fax
(201) 768-1111
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$17.68B
Discretionary AUM
$16.90B
Team
238 total employees; 106 advisory reps; 43 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2475 | $1.05B |
| High net worth individuals | 3443 | $15.13B |
| Pension/profit sharing plans | 111 | $397.0M |
| Charitable organizations | 195 | $627.8M |
| Corporations/business entities | 84 | $468.1M |
States served
VT, AL, AZ, CA, DE, DC, GA, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD