MODERA WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$17,678,214,162
Discretionary
$16,896,049,968
Non-discretionary
$782,164,194
Firm details
- CRD number
- 155649
- SEC file number
- 801-71973
- Main office
- WESTWOOD, NJ, United States
- Employees
- 238
- SEC status
- Approved
- Website
- http://www.moderawealth.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.