Tria Capital Partners Assetco, LLC
MemberModera Wealth Management, LLC
About Tria Capital Partners Assetco, LLC
Tria Capital Partners Assetco, LLC is listed as Member at Modera Wealth Management, LLC in Westwood, NJ. Form ADV reports a beneficial ownership band of Over 75%. Tria Capital Partners Assetco, LLC is associated with 3 registered advisers.
Reported ownership
Owns Over 75% of Modera Wealth Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Tria Capital Partners Assetco, LLC work?
Tria Capital Partners Assetco, LLC is listed as Member at Modera Wealth Management, LLC on SEC Form ADV.
How much of Modera Wealth Management, LLC does Tria Capital Partners Assetco, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.
Modera Wealth Management, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | No |
| Since | 2020 |
Modera Wealth Management, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | No |
| Since | 2023 |
Modera Wealth Management, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | No |
| Since | 2024 |