The MODERA WEALTH MANAGEMENT, LLC is a privately held investment adviser that advises $17.68Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MODERA WEALTH MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 256.6% over the last 5-years.
The Group has been registered with the SEC for 15.72 years and is comprised of 1 filing and 0 relying advisers. They operate out of 25 office locations with their Headquarters at 56 JEFFERSON AVENUE, WESTWOOD, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 238 employees comprised of 106 investment and 132 non-investment staff. The total number of Employees increased by 193.83% over the last 5-years.
Their $17.68Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 390 other accounts. Assets of High Net Worth Individuals clients own $15.13Bn or 85.61% of Total Assets and Individuals own $1.05Bn or 5.94% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
MODERA WEALTH MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.