SEC Form ADV · CIK 1542143

MODERA WEALTH MANAGEMENT, LLC

Registered Investment AdviserNJ
$17.7B
Assets Under Management
43
Total Clients
238
Employees
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Registration Details

CIK
1542143
Accession
crd-155649
Location
WESTWOOD, NJ
Filing Date
June 23, 2026
AUM
$17.7B
Total Clients
43
Institutional Clients
306
Employees
238
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

MODERA WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in WESTWOOD, NJ, managing approximately $17.7B in assets across 43 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.