PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Thomas Orecchio 2025 Irrevocable Trust

TrustModera Wealth Management, LLC

About Thomas Orecchio 2025 Irrevocable Trust

Thomas Orecchio 2025 Irrevocable Trust is listed as Trust at Modera Wealth Management, LLC in Westwood, NJ. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Modera Wealth Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Thomas Orecchio 2025 Irrevocable Trust work?

Thomas Orecchio 2025 Irrevocable Trust is listed as Trust at Modera Wealth Management, LLC on SEC Form ADV.

How much of Modera Wealth Management, LLC does Thomas Orecchio 2025 Irrevocable Trust own?

Form ADV reports a beneficial ownership band of 25-50%.

Modera Wealth Management, LLC

TitleTrust
Ownership25-50%
Control personNo
Since2026