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Building 2MODERA WEALTH MANAGEMENT, LLC

Map pinWESTWOOD, NJ
Phone(201) 768-4600
NotebookSEC #801-71973
Total AUM
$17.7B
Employees
238
Clients
6,308

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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