MODERA WEALTH MANAGEMENT, LLC

CRD 155649File 801-71973

APPROVED

Retail clients

Custody

Filing as of Jul 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$17.68B

Top 10% of cohort (national)

Discretionary AUM

$16.90B

Non-discretionary $782.2M

Clients

6,308

21,420 accounts

Employees

238

Top 10% of cohort in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Nov 16, 2010
Principal office: 56 JEFFERSON AVENUE, WESTWOOD, NJ, 07675
Phone: (201) 768-4600
Website: http://www.moderawealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $17.68B
Discretionary AUM: $16.90B
Non-discretionary AUM: $782.2M
Discretionary accounts: 20,425
Non-discretionary accounts: 995
Total accounts: 21,420
AUM per client: $2.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	84	$468.1M
Charitable organizations	195	$627.8M
High net worth individuals	3,443	$15.13B
Pension and profit sharing plans	111	$397.0M
Individuals (other than high net worth individuals)	2,475	$1.05B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.