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Tria Capital Partners Assetco, LLC

MemberModera Wealth Management, LLC

About Tria Capital Partners Assetco, LLC

Tria Capital Partners Assetco, LLC is listed as Member at Modera Wealth Management, LLC in Westwood, NJ. Form ADV reports a beneficial ownership band of Over 75%. Tria Capital Partners Assetco, LLC is associated with 3 registered advisers.

Reported ownership

Owns Over 75% of Modera Wealth Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Tria Capital Partners Assetco, LLC work?

Tria Capital Partners Assetco, LLC is listed as Member at Modera Wealth Management, LLC on SEC Form ADV.

How much of Modera Wealth Management, LLC does Tria Capital Partners Assetco, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Modera Wealth Management, LLC

TitleMember
OwnershipOver 75%
Control personNo
Since2020
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Modera Wealth Management, LLC

TitleMember
OwnershipOver 75%
Control personNo
Since2023
View Modera Wealth Management, LLC →

Modera Wealth Management, LLC

TitleMember
OwnershipOver 75%
Control personNo
Since2024
View Modera Wealth Management, LLC →