Modera Wealth Management LLC
Legal Name: MODERA WEALTH MANAGEMENT, LLC
Full Contact Details
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
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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
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Top Holdings
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- VANGUARD INDEX FDS VALUE ETF $27,425k
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- ISHARES TR RUS 1000 ETF $15,678k