Modera Wealth Management, LLC
Modera Wealth Management, LLC is a multi-family office headquartered in Westwood, United States.
Modera Wealth Management, LLC
Modera Wealth Management, LLC is a multi-family office headquartered in Westwood, United States. Founded in 1983 by fee-only advisors who built wealth through their professional advisory practice, the firm provides integrated financial planning, investment management, and multi-generational family office services for affluent families, entrepreneurs, and executives nationwide. Its team of credentialed professionals delivers objective guidance on tax, estate, and philanthropic planning alongside disciplined portfolio construction.
General information
Firm type
Multi Family Office
Year founded
1983
AUM
—
Location
Region
North America
Country
—
City
Westwood
Corporate office
56 Jefferson Avenue
Frequently asked questions
What is Modera Wealth Management, LLC?
Modera Wealth Management, LLC is a multi family office headquartered in Westwood.
When was Modera Wealth Management, LLC founded?
Modera Wealth Management, LLC was founded in 1983.
Where is Modera Wealth Management, LLC headquartered?
Modera Wealth Management, LLC is headquartered in Westwood, in the North America region.
What does Altss track for Modera Wealth Management, LLC?
Altss maintains an OSINT-verified profile of Modera Wealth Management, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Modera Wealth Management, LLC's website?
Modera Wealth Management, LLC's public website is moderawealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Modera Wealth Management, LLC?
Modera Wealth Management, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Modera Wealth Management, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Modera Wealth Management, LLC?
Modera Wealth Management, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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