Modera Wealth Management, LLC
● SEC registered since 2010CRD 155649SEC# 801-71973Westwood, NJ
Reg. AUM
$17.68B
Employees
238
Accounts
21,420
Location
Westwood, NJ
Modera Wealth Management, LLC assets under management
Modera Wealth Management, LLC is an investment advisory firm registered with the SEC based in Westwood, NJ. The firm has been registered since 2010. It reports $17.7 billion in regulatory assets under management and employs 238 people.
Modera Wealth Management, LLC owners & executives
33 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin John Robins | Appointed Manager | Under 5% | 2023 |
| Ethan Jay Wang | Appointed Manager | Under 5% | 2023 |
| Gaurav Mallik Control | Chief Investment Officer | Under 5% | 2026 |
See all 33 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Modera Wealth Management, LLC manage?
Modera Wealth Management, LLC reports $17.7 billion in regulatory assets under management on its Form ADV.
How many employees does Modera Wealth Management, LLC have?
Modera Wealth Management, LLC reports 238 employees.
Where is Modera Wealth Management, LLC located?
Modera Wealth Management, LLC is based in Westwood, NJ and has been SEC-registered since 2010.
Does Modera Wealth Management, LLC disclose fund performance?
Modera Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 56 Jefferson Avenue, Westwood, NJ 07675 |
| Phone | (201) 768-4600 |
| Fax | (201) 768-1111 |
| Office hours | 9:00a.m. - 5:30p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1542143 |
| Discloses disciplinary history | No |
Regulatory AUM
$17.68B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 3%
More than 97% of 16,825 advisers
Assets under management
$17.68Bregulatory AUM
Discretionary $16.9BNon-discretionary $782.2M