Modera Wealth Management LLC

Legal Name: MODERA WEALTH MANAGEMENT, LLC

56 JEFFERSON AVENUE, WESTWOOD, NJ

(201) 768-4600

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Modera Wealth Management LLC

56 JEFFERSON AVENUE, WESTWOOD, NJ

(201) 768-4600

(201) 768-1111

Other Info

Modera Wealth Management LLC is legally known as MODERA WEALTH MANAGEMENT, LLC. It is a DE Limited Liability Company. This firm has 69 employees, of which 39 are employees in advisory roles. It serves 16 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 16, 2010.

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

ADAM JOSEPH LEONE
ELECTED MANAGER owns less than 5%
GEORGE THOMAS PADULA
ELECTED MANAGER owns less than 5%
JOHN JOSEPH CEPARANO
ELECTED MANAGER owns less than 5%
MARK ANTHONY WILLOUGHBY
CHIEF OPERATING OFFICER owns less than 5%
MODERA CAPITAL, INC.
MANAGING MEMBER owns 75% or more
ROBERT DAVID SIEFERT
ELECTED MANAGER owns less than 5%
ROBERT SPENCER HOCKETT
ELECTED MANAGER owns less than 5%
THERESA APRUZZESE DAYS
CHIEF COMPLIANCE OFFICER owns less than 5%
THOMAS ANTHONY ORECCHIO
ELECTED MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER owns less than 5%