Mandate & appetite
- Preferred strategies
- Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Modera Wealth Management, LLC is an independently managed, fee-only wealth management firm based in Westwood, New Jersey, founded in 1983. The firm specializes in personalized financial planning and investment management, focusing on diversified portfolios that include mutual funds, ETFs, bonds, and real estate, catering primarily to high net worth clients.
Unlock mandates & allocation signals
See Modera Wealth Management's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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