| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin John Robins | Appointed Manager | Under 5% | 2023 |
| Ethan Jay Wang | Appointed Manager | Under 5% | 2023 |
| George Thomas Padula Control | Elected Manager | Under 5% | 2022 |
Modera Wealth Management, LLC reports $15.5 billion in regulatory assets under management on its Form ADV.
Modera Wealth Management, LLC reports 219 employees.
Modera Wealth Management, LLC is based in Westwood, NJ and has been SEC-registered since 2010.
Modera Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 56 Jefferson Avenue, Westwood, NJ 07675 |
| Phone | (201) 768-4600 |
| Fax | (201) 768-1111 |
| Office hours | 9:00a.m. - 5:30p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1542143 |
| Discloses disciplinary history | No |
| Discretionary | $15.17B |
| Non-discretionary | $340M |
| Total (RAUM) | $15.51B |