Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-25 |
Branch Locations
56 Jefferson Avenue, Westwood, NJ 07675 • United States
6101 Carnegie Blvd Suite 200, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors Lp | Austin | TX | 06/2011 | 09/2016 |
| Surepath Wealth Management Llc | Charlotte | NC | 03/2020 | 03/2021 |
| Brewer Marketing Consulting Llc | Charlotte | NC | 10/2019 | 03/2021 |
| Wealthsource Partners, Llc | Charlotte | NC | 03/2021 | 07/2021 |
| Dimensional Fund Advisors Lp | Charlotte | NC | 09/2016 | 09/2019 |
| Wealthsource Partners, Llc | Charlotte | NC | 08/2021 | 09/2023 |
| Unemployed | Charlotte | NC | 09/2023 | 02/2024 |
| Choreo, Llc | Charlotte | NC | 02/2024 | 04/2025 |
| Modera Wealth Management Llc | Westwood | NJ | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-22 |
Reach out to this advisor