Modera Wealth Management, LLC

CRD 155649 · Westwood, NJ · $17.7B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 155649
SEC number: 801-71973
Firm type: RIA
Assets under management: $17.7B as of Jun 23, 2026
Website: www.facebook.com/moderawealthmanagement ↗
Phone: (201) 768-4600
Address: 56 Jefferson Avenue, Westwood, NJ, 07675

Advisors at this firm

121 in our index · page 3 of 3

Michaela Hope StclairCRD 7542366 · Wayne, PA

IA RegisteredRegistration inactive
Michael Joseph StarkelCRD 7235859 · Fenton, MI

IA RegisteredRegistration inactive
Kevin Javier StewartCRD 6779771 · Charlotte, NC

IA RegisteredRegistration inactive
Victoria Mary TejedaCRD 7100693 · Boston, MA

IA Registered
Bowman Rye ThayerCRD 7541407 · Boston, MA

IA Registered
Kristopher Donald ThompsonCRD 6970445 · Wayne, PA

IA RegisteredRegistration inactive
Erin Lynn VillamizarCRD 6863158 · Annapolis, MD

IA Registered
Justin Charles VivianoCRD 6332556 · Charlotte, NC

IA RegisteredRegistration inactive
Solon George VlastoCRD 2205111 · Mclean, VA

IA Registered
Gabriela P VillarCRD 8261874 · Westwood, NJ

IA Registered
Andrew John WalkerCRD 7594261 · Boston, MA

IA Registered
B Joseph Dylan Walton-YedlinCRD 5724504 · Boston, MA

IA Registered

Disclosure event(s) on record
Nicole Cannone WegmanCRD 5327155 · New Providence, NJ

IA RegisteredRegistration inactive
Gregory Paul WheelerCRD 7558720 · Inverness, FL

IA Registered
Christopher Cory WhiteCRD 6042071 · Boston, MA

IA Registered
Richard Andrew WidickCRD 7279804 · Asheville, NC

IA RegisteredRegistration inactive
Mark Anthony WilloughbyCRD 4340657 · Atlanta, GA

IA Registered
Chia YangCRD 7832878 · Charlotte, NC

IA Registered
Leslie Ann YoungCRD 5090886 · Wayne, PA

IA Registered
Erica Jane YountCRD 6839172 · Charlotte, NC

IA Registered
Michael John ZiemerCRD 4037606 · Charlotte, NC

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.