Key facts
- Notable investors include TRIA Capital Partners.
- Status: Privately Held (backing).
Leadership
- George PadulaCo-Chief Investment Officer, Principal and Wealth Manager
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Modera Wealth Management
- ·The full record, as it builds
Funding rounds
No funding rounds for Modera Wealth Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Modera Wealth Management
Provider of investment advisory services intended to cater to the needs of business owners, healthcare professionals, surviving spouses and other gender identities. The company specializes in portfolio management, financial planning, wealth management, estate planning and family wealth transfer, ensuring its clients get access to new investment opportunities.
- Sector
- Financial Services
- HQ
- Westwood, NJ, United States
- Employees
- 188
- Website
- moderawealth.com/
- Ownership
- Privately Held (backing)
Modera Wealth Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Modera Wealth Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Modera Wealth Management in its N-PORT filings yet. We sweep new filings monthly.