Modera Wealth Management, LLC
Modera Wealth Management, LLC (CRD# 155649) is a financial advisory firm headquartered in Westwood, NJ. They manage $12,532,443,204 in 18,992 accounts and serve the financial needs of clients across 39 states (or territories).
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Total Assets Under Management12,532MILLION
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Total Number of Accounts18,992ACCOUNTS
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Average Account Value$659,880
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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AL, AZ, CA, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
Thomas Ausfahl (CRD# 5855446) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 13 years of experience in the finance industry.
George Baughman (CRD# 3082789) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Tryon, NC and has over 23 years of experience in the finance industry.
Jeanne Bernardin (CRD# 2206758) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Boston, MA and has over 14 years of experience in the finance industry.
Gordon Bernhardt (CRD# 1998159) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Mclean, VA and has over 34 years of experience in the finance industry.
Nancy Blackman (CRD# 6462679) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 9 years of experience in the finance industry.
Benjamin Blake (CRD# 6763973) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 7 years of experience in the finance industry.
Charles Boinske (CRD# 1295580) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 39 years of experience in the finance industry.
Julieta Botescu (CRD# 5247880) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Tryon, NC and has over 17 years of experience in the finance industry.
Melissa Boyer (CRD# 4270485) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 23 years of experience in the finance industry.
Travis Boyer (CRD# 5413695) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 16 years of experience in the finance industry.