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Inactive

Neil Von Mahoney

Modera Wealth Management, LLC

South Jordan, UT

Inverness, FL

Westwood, NJ

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-07
UT RA APPROVED 2025-12-03
  • FL RA
    APPROVED
    Since 2026-01-07
  • UT RA
    APPROVED
    Since 2025-12-03

Branch Locations

10808 South River Front Parkway Suite 353, South Jordan, UT 84095 • United States

221 W. Main Street Suite A, Inverness, FL 34450 • United States

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Wealth Counsel Stockbridge GA 05/2006 12/2016
Abw Advisors, Llc South Jordan UT 10/2012 12/2022
Oak Wealth Advisors Llc South Jordan UT 01/2023 09/2025
Domus Advisors Llc South Jordan UT 09/2025 11/2025
Modera Wealth Management Westwood NJ 12/2025 Present
  • 05/2006 → 12/2016
    Cambridge Wealth Counsel
    Stockbridge, GA
  • 10/2012 → 12/2022
    Abw Advisors, Llc
    South Jordan, UT
  • 01/2023 → 09/2025
    Oak Wealth Advisors Llc
    South Jordan, UT
  • 09/2025 → 11/2025
    Domus Advisors Llc
    South Jordan, UT
  • 12/2025 → Present
    Modera Wealth Management
    Westwood, NJ
Previous Registrations
  • 2025-09-10 → 2025-11-12
    Domus Advisors Llc
    South Jordan, UT
  • 2023-01-18 → 2025-09-09
    Oak Wealth Advisors Llc
    South Jordan, UT
  • 2012-11-02 → 2022-12-31
    Abw Wealth Advisors
    South Jordan, UT
  • 2007-11-30 → 2012-10-31
    Cambridge Wealth Counsel
    Sandy, UT
    Atlanta, GA
  • 2004-06-02 → 2006-06-14
    Lifewise Financial Planning, Inc.
    Alpharetta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-04-07
  • S65 Uniform Investment Adviser Law Examination
    2004-04-07
Designations

View on SEC IAPD

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