RIA Intel›Advisers›New Jersey›MODERA WEALTH MANAGEMENT, LLC

MODERA WEALTH MANAGEMENT, LLC

Advisory

N·WESTWOOD, NJ

Data as of Jul 9, 2026 · Source: SEC Form ADV

Total AUM
$17.7B
1-Year AUM Growth
+23.8%
3-Year CAGR
+30.6%
Employees
106
Assets Under Management
Total AUM$17.7B
Discretionary AUM$16.9B
Non-Discretionary AUM$782M
Discretionary %95.6%
Total Clients6,106
Team
Total Employees106
Investment Advisers238
Employee Growth (1Y)+13.0%
Filing History
Total Filings on Record73
First FilingNov 5, 2010
Latest FilingJul 9, 2026
🔒 Full AUM trend chart and 73 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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