{"url":"https://nivawealth.com/firms/modera-wealth-management-155649","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/155649","regulatoryAum":17678214162,"crd":"155649","secFileNumber":"801-71973","legalName":"Modera Wealth Management, LLC","displayName":"Modera Wealth Management","website":"http://www.moderawealth.com","linkedinUrl":"http://www.linkedin.com/company/modera-wealth-management/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"56 Jefferson Avenue","city":"Westwood","state":"NJ","stateName":"New Jersey","country":"United States","postalCode":"07675"},"tradeNames":[],"registration":{"secApproved":"16 November 2010","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":238,"advisory":106,"brokerDealerReps":0,"insuranceAgents":0,"promoters":3},"aum":{"discretionary":16896049968,"discretionaryAccounts":20425,"nonDiscretionary":782164194,"nonDiscretionaryAccounts":995,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":43},"clientTypes":[{"label":"Individuals (other than HNW)","clients":2475,"regulatoryAum":1050423343},{"label":"High-net-worth individuals","clients":3443,"regulatoryAum":15134873525},{"label":"Pension and profit-sharing plans","clients":111,"regulatoryAum":396967500},{"label":"Charitable organizations","clients":195,"regulatoryAum":627841949},{"label":"Corporations and other businesses","clients":84,"regulatoryAum":468107845}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Wilmington, DE","smaAssets":3831240747},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":13008219103}],"custodyNote":"Modera Wealth Management has custody of $6.53B for 4,765 clients.","otherCustodians":[],"leadership":[{"name":"Thomas Orecchio","title":"Elected Manager and Chief Executive Officer","crd":"2111250"},{"name":"Joseph McCuine","title":"President","crd":"2045924"},{"name":"James Kipp","title":"Chief Financial Officer","crd":"6825411"},{"name":"Shelly Kapoor","title":"Chief Operating Officer","crd":"8302213"},{"name":"Theresa Days","title":"Chief Compliance Officer and Principal","crd":"2556989"},{"name":"John Ceparano","title":"Elected Manager","crd":"2582424"},{"name":"Sarah Dergarabedian","title":"Elected Manager","crd":"4764331"},{"name":"Regan Fad","title":"Chief Legal Officer","crd":"5889986"},{"name":"Gaurav Mallik","title":"Chief Investment Officer","crd":"7942228"},{"name":"George Padula","title":"Elected Manager","crd":"1922032"},{"name":"Benjamin Robins","title":"Appointed Manager","crd":"7454490"},{"name":"Patrick Runyen","title":"Elected Manager","crd":"5268397"},{"name":"Ethan Wang","title":"Appointed Manager","crd":"5154106"},{"name":"Mark Willoughby","title":"Elected Manager","crd":"4340657"},{"name":"Michael Ziemer","title":"Elected Manager","crd":"4037606"}],"ownership":[{"label":"Modera Capital, Inc.","detail":"Member in the 25% to 50% ownership band and a control person, since November 2010."},{"label":"Tria Asset Holdings A, LLC","detail":"Member in the 10% to 25% ownership band, since December 2020."},{"label":"Tria Asset Holdings C, LLC","detail":"Member in the 10% to 25% ownership band, since April 2023."},{"label":"Tria Asset Holdings F, LLC","detail":"Member in the 5% to 10% ownership band, since September 2024."},{"label":"TCP Fund II, LLC","detail":"Member in the 10% to 25% ownership band, since September 2024."},{"label":"Tria Capital Partners Assetco, LLC","detail":"Indirect owner: a member of Tria Asset Holdings A, LLC in the 75% or more band, since December 2020. 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They include 3,443 high-net-worth individuals, 2,475 other individuals and 195 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Modera Wealth Management offer?","answer":"Modera Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Modera Wealth Management use?","answer":"Modera Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $13,008,219,103 and Fidelity Brokerage Services LLC (Wilmington, DE), with $3,831,240,747. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Modera Wealth Management have?","answer":"Modera Wealth Management has 113 investment adviser representatives registered with state securities authorities, out of 238 employees, and 106 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Modera Wealth Management invest in?","answer":"At the end of its last fiscal year, Modera Wealth Management’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 3% cash and equivalents and 1% U.S. government and agency bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Modera Wealth Management?","answer":"Modera Wealth Management is owned through a chain of holding companies by Benjamin Robins, Yvonne Kanner and Steven Cortez. Its direct owners are Modera Capital, Inc., Tria Asset Holdings A, LLC, Tria Asset Holdings C, LLC, Tria Asset Holdings F, LLC and TCP Fund II, LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Modera Wealth Management get paid?","answer":"Modera Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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