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| Happy Holidays!! thanks for using AUM13F!! |
| Modera Wealth Management LLC
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| CRD # | 155649 |
| SEC # | 801-71973 |
| CIK # | 0001542143 |
| AUM | $15.5 B (2025-05-08) |
| Employees | 219 (52% Investors, 0% Brokers) |
| Phone | 201-768-4600 |
| Address | 56 Jefferson Avenue Westwood, NJ 07675 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001542143 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Broadcom Inc | 0.1 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Modera Alternative Investments LP | 2012-03-29 | 0.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,646 | 1.1 |
| (b) Individuals (high net worth individuals) | 3,221 | 13.1 |
| (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 | 106 | 0.4 |
| (h) Charitable organizations | 62 | 0.6 |
| (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 | 71 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 20,833 | 15.5 |
| By Discretionary | ||
| Discretionary | 20,598 | 15.2 |
| Non-Discretionary | 235 | 0.3 |
| Total | 20,833 | 15.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 15.4 | |
| Total | 20,833 | 15.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001542143] |
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