Modera Wealth Management, LLC
Firm details
- Headquarters
- Westwood, New Jersey
- CRD number
- 155649
- Registered since
- November 16, 2010
- Website
- moderawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.61%
- Individuals5.94%
- Charitable Organizations3.55%
- Corporations / Businesses2.65%
- Pension & Profit Sharing Plans2.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Modera Wealth Management, LLC is an independent registered investment adviser organized as an LLC and on the SEC register since 2010. The firm positions itself as a capital allocator for both individual/family and institutional clients, offering financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. Fee arrangements include percentage-of-AUM, hourly and fixed-fee structures. Modera also identifies as an active ESG investor and lists accounting among its business activities. Modera has been recognized in industry rankings over multiple years, including listings in Barron’s Top 100 RIA Firms (2021–2025), FA Magazine’s Top RIA Firms (2020), Forbes Top RIA Firms (2024) and AdvisorHub’s 50 RIA Firms to Watch (2026).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities15%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
3 of 10James Kipp
Chief Financial OfficerCRD 6825411
Charles Boinske
Principal, Wealth Manager, & Chief Visionary OfficerCRD 1295580
Theresa Days
Principal And Chief Compliance OfficerCRD 2556989
Contacts
3 of 127
Michael Starkel
Portfolio ManagerCRD 7235859
Gabriela Villar
Senior Planning AssociateCRD 8261874
Evan McCullers
Senior Planning AssociateCRD 8291982
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 358Active vs passive
$6.4B in ETFs
73%
$4.7B
22%
$1.8B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $542M | 1,241,457 | 8.44% |
Location
Westwood, NJ
Bergen
Location
Westwood, NJ
Headquartered in Westwood, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- 56 Jefferson Ave
- Time zone
- ET (UTC-5)
- Office locations
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