Modera Wealth Management, LLC

Westwood, NJ

Florida

Registered In

07/15/2014

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Modera Wealth Management, LLC in Westwood, NJ lists Modera Capital, Inc. of Westwood, NJ and Tria Asset Holdings A, Llc of White Plains, NY

Corporation Service Company Registered Agent	1201 HAYS ST, TALLAHASSEE, FL 32301
Modera Capital, Inc. Manager	56 JEFFERSON AVE, WESTWOOD, NJ 07675
Tria Asset Holdings A, Llc Manager	10 BANK ST, WHITE PLAINS, NY 10606
Runyen Patrick Manager	30 TURNSTONE WAY, DOWNINGTOWN, PA 19335
Boinske Charles Manager	333 W PARK AVE, STATE COLLEGE, PA 16803
Rioboli Mark Manager	320 KENMORE RD, HAVERTOWN, PA 19083
Ausfahl Thomas Manager	80 CLAREMOUNT AVE, RYE, NY 10580

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56 JEFFERSON AVE, WESTWOOD, NJ 07675 View Map

Form 5500

56 Jefferson Avenue, Westwood, Nj 07675 (201) 768-4600 EIN:27-3774197 Plan Admin:Robert ( Bob) Siefert

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMODERA WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY118 / 136 Assets BOY/EOY$20,881,796 / $17,896,154	2022	MODERA WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	118 / 136	$20,881,796 / $17,896,154
2021	Plan NameMODERA WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY93 / 97 Assets BOY/EOY$13,534,901 / $20,881,796	2021	MODERA WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	93 / 97	$13,534,901 / $20,881,796
2020	Plan NameMODERA WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY95 / 95 Assets BOY/EOY$11,624,247 / $13,534,901	2020	MODERA WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	95 / 95	$11,624,247 / $13,534,901
2019	Plan NameMODERA WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY95 / 86 Assets BOY/EOY$9,104,613 / $11,624,247	2019	MODERA WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	95 / 86	$9,104,613 / $11,624,247

Benefit & Retirement Plans based on Form 5500.

Address Match:56 Jefferson Ave Westwood, NJ

Modera Wealth Management, LLC Registered in Virginia	Richmond, VA Westwood, NJ	View Report
Modera Wealth Management, LLC Registered in Utah	Bountiful, UT Westwood, NJ	View Report
Modera Capital, Inc. Registered in Georgia	Westwood, NJ	View Report
Modera Wealth Management, LLC Registered in Georgia	Atlanta, GA Westwood, NJ	View Report
Modera Wealth Management, LLC Registered in North Carolina	Raleigh, NC Charlotte, NC (1 more)	View Report

Related Business Names:

Modera Wealth Management, LLC Registered in New York	Albany, NY	View Report
Modera Wealth Management, LLC Registered in New Jersey		View Report
Modera Wealth Management, LLC Registered in Pennsylvania	Downingtown, PA	View Report
Modera Wealth Management, LLC Registered in Massachusetts	Boston, MA Sherborn, MA	View Report
Modera Wealth Management, LLC Registered in Utah	Jordan, UT	View Report

The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor

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