Modera Wealth Management, LLC

Overview

Modera Wealth Management, LLC is an SEC registered investment adviser based in Westwood, NJ, registered since 2010. It reports $17.7B in assets under management across 21,420 accounts, with 238 employees. It has 135 investment adviser representatives.

Reported AUM

$17.7B

Discretionary

96%

Accounts

21,420

Average account

$825K

Employees

238

Advisory reps

135

Registered since

2010

Jurisdictions

44

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 15

• Thomas Anthony Orecchio Elected Manager, Chief Executive Officer CRD 2111250
• Joseph Edward McCuine President CRD 2045924
• Gaurav Mallik Chief Investment Officer CRD 7942228

12 more executive officers, with direct contact details

Advisory reps 3 of 135

• Thomas Wood Ausfahl Investment Adviser Rep CRD 5855446
• Edwin Rockefeller Baldrige III Investment Adviser Rep CRD 2295239
• George Michael Baughman Investment Adviser Rep CRD 3082789

132 more advisory reps, with emails, phones and branch locations

Location

Headquarters

56 Jefferson Ave
Westwood, NJ 07675

County

Bergen

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 44 jurisdictions
• Website: feeonlynetwork.com

Every state, with registration dates

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