MODERA WEALTH MANAGEMENT, LLC
CRD #155649 SEC #801-71973 WESTWOOD, NJ (201) 768-4600
SEC Registered
Total AUM
$15.5B
Discretionary
$15.2B
Employees
219
Clients
--
Accounts
20,833
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $15.5B | $15.2B | $340M | 219 | 38 |
| Nov 2025 | $15.5B | $15.2B | $340M | 219 | 38 |
| Oct 2025 | $15.5B | $15.2B | $340M | 219 | 38 |
| Aug 2025 | $15.5B | $15.2B | $340M | 219 | 38 |
| May 2025 | $15.5B | $15.2B | $340M | 219 | 38 |
| May 2025 | $15.5B | $15.2B | $340M | 219 | 38 |
| Mar 2025 | $15.5B | $15.2B | $340M | 219 | 38 |
| Dec 2024 | $12.5B | $12.2B | $346.9M | 200 | 70 |
| Oct 2024 | $12.5B | $12.2B | $346.9M | 200 | 70 |
| Jul 2024 | $12.5B | $12.2B | $346.9M | 200 | 70 |
| Mar 2024 | $12.5B | $12.2B | $346.9M | 200 | 70 |
| Jan 2024 | $6.8B | $6.8B | $45.7M | 111 | 319 |
| Dec 2023 | $6.8B | $6.8B | $45.7M | 111 | 319 |
| Nov 2023 | $6.8B | $6.8B | $45.7M | 111 | 319 |
| Oct 2023 | $6.8B | $6.8B | $45.7M | 111 | 319 |
| Jul 2023 | $6.8B | $6.8B | $45.7M | 111 | 319 |
| Jun 2023 | $6.8B | $6.8B | $45.7M | 111 | 319 |
| Jun 2023 | $6.8B | $6.8B | $45.7M | 111 | 319 |
| May 2023 | $6.8B | $6.8B | $45.7M | 111 | 319 |
| Apr 2023 | $6.8B | $6.8B | $45.7M | 111 | 319 |
| Mar 2023 | $6.8B | $6.8B | $45.7M | 111 | 319 |
| Jan 2023 | $7B | $6.9B | $56M | 87 | 317 |
| Jan 2023 | $7B | $6.9B | $56M | 87 | 317 |
| Dec 2022 | $7B | $6.9B | $56M | 87 | 317 |
| Sep 2022 | $7B | $6.9B | $56M | 87 | 317 |
| Jun 2022 | $7B | $6.9B | $56M | 87 | 317 |
| Apr 2022 | $7B | $6.9B | $56M | 87 | 317 |
| Mar 2022 | $7B | $6.9B | $56M | 87 | 317 |
| Jan 2022 | $5B | $4.9B | $27.2M | 81 | 37 |
| Oct 2021 | $5B | $4.9B | $27.2M | 81 | 37 |
| Aug 2021 | $5B | $4.9B | $27.2M | 81 | 37 |
| May 2021 | $5B | $4.9B | $27.2M | 81 | 37 |
| Apr 2021 | $5B | $4.9B | $27.2M | 81 | 37 |
| Mar 2021 | $5B | $4.9B | $27.2M | 81 | 37 |
| Jan 2021 | $2.7B | $2.7B | $16.9M | 64 | 18 |
| Nov 2020 | $2.7B | $2.7B | $16.9M | 64 | 18 |
| Jun 2020 | $2.7B | $2.7B | $16.9M | 64 | 18 |
| Mar 2020 | $2.7B | $2.7B | $16.9M | 64 | 18 |
| Jan 2020 | $2.4B | $2.4B | $13.9M | 69 | 16 |
| Mar 2019 | $2.4B | $2.4B | $13.9M | 69 | 16 |
| Jan 2019 | $2.4B | $2.4B | $14M | 54 | 17 |
| Oct 2018 | $2.4B | $2.4B | $14M | 54 | 17 |
| Jul 2018 | $2.4B | $2.4B | $14M | 54 | 17 |
| Jul 2018 | $2.4B | $2.4B | $14M | 54 | 17 |
| Apr 2018 | $2.4B | $2.4B | $14M | 54 | 17 |
| Mar 2018 | $2.4B | $2.4B | $14M | 54 | 17 |
| Jul 2017 | $2.1B | $2.1B | $11.4M | 56 | 1,100 |
| Mar 2017 | $2.1B | $2.1B | $11.4M | 56 | 1,100 |
| Jan 2017 | $1.6B | $1.6B | $63.6M | 45 | 1,000 |
| Oct 2016 | $1.6B | $1.6B | $63.6M | 45 | 1,000 |
| Jul 2016 | $1.6B | $1.6B | $63.6M | 45 | 1,000 |
| Jul 2016 | $1.6B | $1.6B | $63.6M | 45 | 1,000 |
| Jun 2016 | $1.6B | $1.6B | $63.6M | 45 | 1,000 |
| Mar 2016 | $1.6B | $1.6B | $63.6M | 45 | 1,000 |
| Mar 2016 | $1.6B | $1.6B | $63.6M | 45 | 1,000 |
| Mar 2016 | $1.6B | $1.6B | $63.6M | 45 | 1,000 |
| Jan 2016 | $1.6B | $1.5B | $79.1M | 42 | 1,000 |
| Oct 2015 | $1.6B | $1.5B | $79.1M | 42 | 1,000 |
| Aug 2015 | $1.6B | $1.5B | $79.1M | 42 | 1,000 |
| Jul 2015 | $1.6B | $1.5B | $79.1M | 42 | 1,000 |
| Apr 2015 | $1.6B | $1.5B | $79.1M | 42 | 1,000 |
| Mar 2015 | $1.6B | $1.5B | $79.1M | 42 | 1,000 |
| Feb 2015 | $1.6B | $1.5B | $70.8M | 43 | 700 |
| Aug 2014 | $1.6B | $1.5B | $70.8M | 43 | 700 |
| Jul 2014 | $1.6B | $1.5B | $70.8M | 43 | 700 |
| Apr 2014 | $1.3B | $1.2B | $63.5M | 34 | 700 |
| Mar 2014 | $1.3B | $1.2B | $63.5M | 34 | 700 |
| Feb 2014 | $1.1B | $1.1B | $33.3M | 30 | 700 |
| Aug 2013 | $1.1B | $1.1B | $33.3M | 30 | 700 |
| Mar 2013 | $1.1B | $1.1B | $33.3M | 30 | 700 |
| Mar 2012 | $982.2M | $952.1M | $30.1M | 11 | 700 |
| Aug 2011 | $964.4M | $943M | $21.5M | -- | -- |
| May 2011 | $964.4M | $943M | $21.5M | -- | -- |
| May 2011 | $964.4M | $943M | $21.5M | -- | -- |
| Apr 2011 | $964.4M | $943M | $21.5M | -- | -- |
| Feb 2011 | $964.4M | $943M | $21.5M | -- | -- |
| Feb 2011 | $964.4M | $943M | $21.5M | -- | -- |
| Jan 2011 | $964.4M | $943M | $21.5M | -- | -- |
DateDec 2025
Total AUM$15.5B
Discretionary$15.2B
Non-Disc.$340M
Employees219
Clients38
DateNov 2025
Total AUM$15.5B
Discretionary$15.2B
Non-Disc.$340M
Employees219
Clients38
DateOct 2025
Total AUM$15.5B
Discretionary$15.2B
Non-Disc.$340M
Employees219
Clients38
DateAug 2025
Total AUM$15.5B
Discretionary$15.2B
Non-Disc.$340M
Employees219
Clients38
DateMay 2025
Total AUM$15.5B
Discretionary$15.2B
Non-Disc.$340M
Employees219
Clients38
DateMay 2025
Total AUM$15.5B
Discretionary$15.2B
Non-Disc.$340M
Employees219
Clients38
DateMar 2025
Total AUM$15.5B
Discretionary$15.2B
Non-Disc.$340M
Employees219
Clients38
DateDec 2024
Total AUM$12.5B
Discretionary$12.2B
Non-Disc.$346.9M
Employees200
Clients70
DateOct 2024
Total AUM$12.5B
Discretionary$12.2B
Non-Disc.$346.9M
Employees200
Clients70
DateJul 2024
Total AUM$12.5B
Discretionary$12.2B
Non-Disc.$346.9M
Employees200
Clients70
DateMar 2024
Total AUM$12.5B
Discretionary$12.2B
Non-Disc.$346.9M
Employees200
Clients70
DateJan 2024
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$45.7M
Employees111
Clients319
DateDec 2023
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$45.7M
Employees111
Clients319
DateNov 2023
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$45.7M
Employees111
Clients319
DateOct 2023
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$45.7M
Employees111
Clients319
DateJul 2023
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$45.7M
Employees111
Clients319
DateJun 2023
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$45.7M
Employees111
Clients319
DateJun 2023
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$45.7M
Employees111
Clients319
DateMay 2023
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$45.7M
Employees111
Clients319
DateApr 2023
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$45.7M
Employees111
Clients319
DateMar 2023
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$45.7M
Employees111
Clients319
DateJan 2023
Total AUM$7B
Discretionary$6.9B
Non-Disc.$56M
Employees87
Clients317
DateJan 2023
Total AUM$7B
Discretionary$6.9B
Non-Disc.$56M
Employees87
Clients317
DateDec 2022
Total AUM$7B
Discretionary$6.9B
Non-Disc.$56M
Employees87
Clients317
DateSep 2022
Total AUM$7B
Discretionary$6.9B
Non-Disc.$56M
Employees87
Clients317
DateJun 2022
Total AUM$7B
Discretionary$6.9B
Non-Disc.$56M
Employees87
Clients317
DateApr 2022
Total AUM$7B
Discretionary$6.9B
Non-Disc.$56M
Employees87
Clients317
DateMar 2022
Total AUM$7B
Discretionary$6.9B
Non-Disc.$56M
Employees87
Clients317
DateJan 2022
Total AUM$5B
Discretionary$4.9B
Non-Disc.$27.2M
Employees81
Clients37
DateOct 2021
Total AUM$5B
Discretionary$4.9B
Non-Disc.$27.2M
Employees81
Clients37
DateAug 2021
Total AUM$5B
Discretionary$4.9B
Non-Disc.$27.2M
Employees81
Clients37
DateMay 2021
Total AUM$5B
Discretionary$4.9B
Non-Disc.$27.2M
Employees81
Clients37
DateApr 2021
Total AUM$5B
Discretionary$4.9B
Non-Disc.$27.2M
Employees81
Clients37
DateMar 2021
Total AUM$5B
Discretionary$4.9B
Non-Disc.$27.2M
Employees81
Clients37
DateJan 2021
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$16.9M
Employees64
Clients18
DateNov 2020
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$16.9M
Employees64
Clients18
DateJun 2020
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$16.9M
Employees64
Clients18
DateMar 2020
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$16.9M
Employees64
Clients18
DateJan 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$13.9M
Employees69
Clients16
DateMar 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$13.9M
Employees69
Clients16
DateJan 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$14M
Employees54
Clients17
DateOct 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$14M
Employees54
Clients17
DateJul 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$14M
Employees54
Clients17
DateJul 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$14M
Employees54
Clients17
DateApr 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$14M
Employees54
Clients17
DateMar 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$14M
Employees54
Clients17
DateJul 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$11.4M
Employees56
Clients1,100
DateMar 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$11.4M
Employees56
Clients1,100
DateJan 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$63.6M
Employees45
Clients1,000
DateOct 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$63.6M
Employees45
Clients1,000
DateJul 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$63.6M
Employees45
Clients1,000
DateJul 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$63.6M
Employees45
Clients1,000
DateJun 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$63.6M
Employees45
Clients1,000
DateMar 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$63.6M
Employees45
Clients1,000
DateMar 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$63.6M
Employees45
Clients1,000
DateMar 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$63.6M
Employees45
Clients1,000
DateJan 2016
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$79.1M
Employees42
Clients1,000
DateOct 2015
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$79.1M
Employees42
Clients1,000
DateAug 2015
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$79.1M
Employees42
Clients1,000
DateJul 2015
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$79.1M
Employees42
Clients1,000
DateApr 2015
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$79.1M
Employees42
Clients1,000
DateMar 2015
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$79.1M
Employees42
Clients1,000
DateFeb 2015
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$70.8M
Employees43
Clients700
DateAug 2014
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$70.8M
Employees43
Clients700
DateJul 2014
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$70.8M
Employees43
Clients700
DateApr 2014
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$63.5M
Employees34
Clients700
DateMar 2014
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$63.5M
Employees34
Clients700
DateFeb 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$33.3M
Employees30
Clients700
DateAug 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$33.3M
Employees30
Clients700
DateMar 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$33.3M
Employees30
Clients700
DateMar 2012
Total AUM$982.2M
Discretionary$952.1M
Non-Disc.$30.1M
Employees11
Clients700
DateAug 2011
Total AUM$964.4M
Discretionary$943M
Non-Disc.$21.5M
Employees--
Clients--
DateMay 2011
Total AUM$964.4M
Discretionary$943M
Non-Disc.$21.5M
Employees--
Clients--
DateMay 2011
Total AUM$964.4M
Discretionary$943M
Non-Disc.$21.5M
Employees--
Clients--
DateApr 2011
Total AUM$964.4M
Discretionary$943M
Non-Disc.$21.5M
Employees--
Clients--
DateFeb 2011
Total AUM$964.4M
Discretionary$943M
Non-Disc.$21.5M
Employees--
Clients--
DateFeb 2011
Total AUM$964.4M
Discretionary$943M
Non-Disc.$21.5M
Employees--
Clients--
DateJan 2011
Total AUM$964.4M
Discretionary$943M
Non-Disc.$21.5M
Employees--
Clients--