Modera Wealth Management LLC
Legal Name: MODERA WEALTH MANAGEMENT, LLC
Full Contact Details
Modera Wealth Management LLC
56 JEFFERSON AVENUE, WESTWOOD, NJ
(201) 768-4600
(201) 768-1111
Other Info
Modera Wealth Management LLC, founded in 2010, is a Delaware-based limited liability company, approved by the U.S. Securities and Exchange Commission, that employs 69 individuals and serves a small but elite group of 16 clients. With 39 of its employees in advisory roles, the firm focuses on providing top-notch financial advice and service to its clients.
Modera Wealth Management, LLC | NAPFA
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Modera Fiduciary Wealth Management Financial Advisors - Fee-Only Financial Planners & Financial Consultants Near You
Since 1983, Modera's certified wealth management and fiduciary financial advisors have helped thousands of clients through investment management, estate planning, risk management, income tax strategy, retirement planning, and more. We are fee-only Registered Investment Advisers. True fiduciary finan…
Direct Owners
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ADAM JOSEPH LEONE
ELECTED MANAGER owns less than 5%
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GEORGE THOMAS PADULA
ELECTED MANAGER owns less than 5%
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JOHN JOSEPH CEPARANO
ELECTED MANAGER owns less than 5%
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MARK ANTHONY WILLOUGHBY
CHIEF OPERATING OFFICER owns less than 5%
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MODERA CAPITAL, INC.
MANAGING MEMBER owns 75% or more
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ROBERT DAVID SIEFERT
ELECTED MANAGER owns less than 5%
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ROBERT SPENCER HOCKETT
ELECTED MANAGER owns less than 5%
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THERESA APRUZZESE DAYS
CHIEF COMPLIANCE OFFICER owns less than 5%
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THOMAS ANTHONY ORECCHIO
ELECTED MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER owns less than 5%
Indirect Owners
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THOMAS ANTHONY ORECCHIO
SHAREHOLDER owns more than 50% but less than 75%
Custodians
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NATIONAL ADVISORS TRUST COMPANY, FSB
United States
Top Holdings
- ISHARES $114,134k
- ISHARES INC CORE MSCI EMKT $46,590k
- ISHARES TR CORE S&P MCP ETF $44,168k
- ISHARES TR JPMORGAN USD EMG $40,186k
- ISHARES $31,098k
- VANGUARD INDEX FDS VALUE ETF $27,425k
- VANGUARD MALVERN FDS $25,329k
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $18,157k
- VANGUARD INDEX FDS SM CP VAL ETF $17,443k
- ISHARES TR RUS 1000 ETF $15,678k