James Peter Kipp
Chief Financial OfficerModera Wealth Management, LLCCRD 6825411
About James Peter Kipp
James Peter Kipp is listed as Chief Financial Officer at Modera Wealth Management, LLC in Westwood, NJ. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Modera Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Peter Kipp work?
James Peter Kipp is listed as Chief Financial Officer at Modera Wealth Management, LLC on SEC Form ADV.
How much of Modera Wealth Management, LLC does James Peter Kipp own?
Form ADV reports a beneficial ownership band of Under 5%.
Modera Wealth Management, LLC
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |