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Modera Wealth Management, LLC CRD 155649
$17.7B regulatory AUM 43 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-15 |
| PA | RA | APPROVED | 2021-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independence Advisors, Llc | Wayne | PA | 02/2015 | 01/2021 |
| Modera Wealth Management, Llc | Westwood | NJ | 01/2021 | 02/2025 |
| Modera Wealth Management, Llc | Westwood | NJ | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-02 |
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