Tria Capital Partners Holdings, LLC is listed as Member at Modera Wealth Management, LLC in Westwood, NJ. Form ADV reports a beneficial ownership band of Over 75%.
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 Holdings, LLC work?
Tria Capital Partners Holdings, 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 Holdings, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.