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| Modera Wealth Management LLC
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|
|---|---|
| CRD # | 155649 |
| SEC # | 801-71973 |
| CIK # | 0001542143 |
| AUM | $6.8 BB (2023-03-17) |
| Employees | 87 (59% Investors, 0% Brokers) |
| Phone | 201-768-4600 |
| Address | 56 Jefferson Avenue Westwood, NJ 07675 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Modera Alternative Investments LP | 2012-03-29 | 0.1 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 864 | 0.4 |
| (b) Individuals (high net worth individuals) | 1,340 | 6.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 32 | 0.0 |
| (h) Charitable organizations | 33 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 8,913 | 7.0 |
| By Discretionary | ||
| Discretionary | 8,818 | 6.9 |
| Non-Discretionary | 95 | 0.1 |
| Total | 8,913 | 7.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.9 | |
| Total | 8,913 | 7.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001542143] |
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