Modera Wealth Management LLC

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Assets, Funds, Holdings

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Modera Wealth Management LLC
CRD #155649
SEC #801-71973
CIK #0001542143
AUM$2.4 BB
Employees69
Phone201-768-4600
Address56 Jefferson Avenue
Westwood, NJ 7675
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
STIP 86.9
EMB 66.7
IEMG 45.0
IJH 43.6
VTV 24.9
VBR 19.7
IWB 17.2
SCZ 14.8
IVV 12.3
VWO 10.6
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Holdings by Sector ($BB)
Private Fund Fund Form D Sold ($MM) AUM ($MM)
Modera Alternative Investments LP PE 2004-07-15external 0.5
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