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MODERA WEALTH MANAGEMENT, LLC
WESTWOOD, NJ
(201) 768-4600
SEC #801-71973Total AUM
$17.7B
Employees
238Clients
6,308Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
56 JEFFERSON AVENUE
WESTWOOD
NJ 07675
United States
WESTWOOD
NJ 07675
United States
Operating Hours
9:00AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
(201) 768-4600
Other Offices
30
Financials
Total AUM
$17.7B
Accounts
21,420Discretionary
$16.9B
Accounts
20,425Non-Discretionary
$782.2M
Accounts
995
Clients
Individual Clients
2,475AUM
$1.1B
HNW Individual Clients
3,443AUM
$15.1B
Pension/Profit Sharing Plan Clients
111AUM
$397M
Charitable Organization Clients
195AUM
$627.8M
Corporation or Business Clients
84AUM
$468.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.