MW
MODERA WEALTH MANAGEMENT, LLC
SEC RegisteredWESTWOOD, NJhttps://napfa.org(201) 768-4600
Assets Under Management
$5B–$25B
Employees
238
Office Locations
27 offices
Total Accounts
21420
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,475 | $1.1B |
| High Net Worth Individuals | 3,443 | $15.1B |
| Charitable Organizations | 111 | $397M |
| State/Municipal Entities | 195 | — |
43 total clients reported on Form ADV.
Leadership
Inc. Modera Capital
MEMBER
Thomas Anthony Orecchio
ELECTED MANAGER AND CHIEF EXECUTIVE OFFICER
Thomas Anthony Orecchio
SHAREHOLDER
John Joseph Ceparano
ELECTED MANAGER
Theresa Apruzzese Days
CHIEF COMPLIANCE OFFICER AND PRINCIPAL
Kelly Ann Henning
ELECTED MANAGER
George Thomas Padula
ELECTED MANAGER
Richard Dale Manske
APPOINTED MANAGER
Harli Lynn Palme
APPOINTED MANAGER, CHIEF OPERATING OFFICER
Joseph Edward Mccuine
CHIEF FINANCIAL OFFICER
Regan Darby Fad
CHIEF LEGAL OFFICER
Mark Anthony Willoughby
APPOINTED MANAGER
Lp Bharcap Partners Ii
MEMBER
Llc Bharcap Partners
MANAGER
Office locations
27 offices in 9 states
NJ
WESTWOODHQ
PA
ALLENTOWN
NJ
NEW PROVIDENCE
GA
ATLANTA
FL
INVERNESS
PA
WAYNE
NC
ASHEVILLE
NC
CHARLOTTE
NC
ASHEVILLE
NC
SOUTHERN PINES
NC
TRYON
NC
CHARLOTTE
NC
Winston-salem
VA
MCLEAN
MA
BOSTON
NY
RYE BROOK
NY
NEW YORK
MA
WESTWOOD
MD
STEVENSVILLE
MD
ANNAPOLIS
FL
SARASOTA
FL
ST. PETERSBURG
Advisors at this firm
31 advisors in the directory
Thomas Wood Ausfahl
Investment Adviser Representative
Elizabeth Saunders Brozena
Investment Adviser Representative
Anna Elizabeth Bruder
Investment Adviser Representative
John Joseph Ceparano
Investment Adviser Representative
Aaron David Combs
Investment Adviser Representative
Andrew Steven Cortese
Investment Adviser Representative
Daniel Patrick Crimmins
Investment Adviser Representative
Jonah Andrew Duyvelaar
Investment Adviser Representative
Andrea Fitzgerald
Investment Adviser Representative
Michael David Gibney
Investment Adviser Representative
Ashley M Gragtmans
Investment Adviser Representative
Kelly Ann Henning
Investment Adviser Representative
Robert Spencer Hockett
Investment Adviser Representative
William James Hufnell
Investment Adviser Representative
Michael Anthony Insogna
Investment Adviser Representative
Roger Allen James
Investment Adviser Representative
Athanasios Kolefas
Investment Adviser Representative
Adam Joseph Leone
Investment Adviser Representative
Mark Alexander Lewis
Investment Adviser Representative
Neil Von Mahoney
Investment Adviser Representative
Aaron Mark Mellman
Investment Adviser Representative
William Alexander Moir
Investment Adviser Representative
Neal Arthur Nolan
Investment Adviser Representative
Thomas Anthony Orecchio
Investment Adviser Representative
Molly Hattrich Rimes
Investment Adviser Representative
Tyler Alfonso Suing
Investment Adviser Representative
Andrew John Walker
Investment Adviser Representative
Gregory Paul Wheeler
Investment Adviser Representative
Richard Andrew Widick
Investment Adviser Representative
Mark Anthony Willoughby
Investment Adviser Representative
Leslie Ann Young
Investment Adviser Representative
Regulatory & compliance
CRD number
#155649
SEC Number
801-71973
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
napfa.orgPhone
(201) 768-4600Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MODERA WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.