MODERA WEALTH MANAGEMENT, LLC

56 Jefferson Avenue
Westwood, New Jersey 07675
Tel: (201) 768-4600

About MODERA WEALTH MANAGEMENT, LLC

MODERA WEALTH MANAGEMENT, LLC, formally registered with the SEC as MODERA WEALTH MANAGEMENT, LLC. The firm was established in 11/16/2010. They have over 27 offices throughout the country.

MODERA WEALTH MANAGEMENT, LLC is a Westwood, New Jersey based Financial Planning firm with nearly $12,532,443,204 assets under management, offering retirement planning & investment advisory services to 18992 clients. The firm is staffed with 200 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155649
SEC#	801-71973
Assets Managed by Firm	$12,532,443,204
No. of Clients	18992
No. of Advisors	200

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	18992	$12,532,443,204
Individuals (other than high net worth individuals)	2649	$1,123,052,802
High net worth individuals	2807	$10,792,921,450
Pension and profit sharing plans	97	$119,005,376
Charitable organizations	68	$208,156,259
Corporations or other businesses	63	$289,307,317

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