$17.7B Total AUM
$16.9B Disc. AUM
31.4% 3Y CAGR
238 Employees
6,351 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Legacy pathwayInsight foundation +more
- Established Date
- 11-16-2010
- Office Locations
- 28
Office Locations
100 North Cherry St. Suite 505 Winston-Salem NC
122 East 42nd Street Suite 1714 NEW York City NY
139 South Street Suite 204 NEW Providence NJ
About Modera Wealth Management, LLC
Modera Wealth Management is a fee-only wealth manager providing personalized financial planning and investment management for families and professionals, including business owners and executives with complex equity compensation. The firm builds cost-effective, broadly diversified portfolios aligned to client goals and fiduciary duties, and is not paid via commissions. Custody includes Charles Schwab and Fidelity/NFS.
Team overview
43 AVG AGE
$166.8M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
4.2 yrs AVG TENURE
238 Employees
106 Advisory Reps
113 RIA Reps
15yrs Firm Age
Insights
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Accredited Investors
Value
Asset Classes
Summit Alpha North Frontier legacy Unison delta Value Peak Ember timber Optima Beacon Pathway
Client Personas
Harbor matrix Frontier oak Timber pathway
Custodian
Glacier Bridge Atlas Element Frontier Unison legacy Timber Crest meridian Harbor Alpha legacy Unison Vital atlas Capital Delta catalyst
Fund Managers
Pioneer
Investment Themes
Pioneer Value Wave Ridge Alpha fusion Bridge ember Crest crest Bridge radial
Investment Vehicles
Bridge Glacier Legacy capital
Platform
Harbor Pathway Glacier
Services
Oak north Catalyst ember Frontier signal Capital Beacon oak Summit timber Meridian Catalyst eagle Crest Vertex unison Matrix Capital momentum
Technology
Glacier signal Insight catalyst Delta fusion Optima alpha Vector
Owner & Executives
JOHN JOSEPH CEPARANO
Principal
- CRD
- #2582424
- Ownership
- Less than 5%
(286) 801-1938
harbor.catalyst@timbercapital.com
in linkedin.com/in/ember-signal
T
THERESA APRUZZESE DAYS
Chief Compliance Officer, PRINCIPAL
- CRD
- --
- Ownership
- Less than 5%
(317) 910-6689
frontier.fusion@crestcapital.com
in linkedin.com/in/pathway-pioneer
V
Vertex momentum
Oak north
- CRD
- #25565
- Ownership
- 7.3%
(609) 357-5391
fusion.pathway@foundationcapital.com
in linkedin.com/in/radial-pathway
Showing 2 of 13 owners & executives
Unlock allContacts
THOMAS WOOD AUSFAHL
Principal
- CRD
- #5855446
(863) 255-1900
ember.prime@catalystcapital.com
in linkedin.com/in/horizon-eagle
EDWIN ROCKEFELLER BALDRIGE III
Principal
- CRD
- #2295239
(233) 546-3646
focus.vertex@vertexcapital.com
in linkedin.com/in/pathway-vector
O
Optima value
Value insight
- CRD
- #47166
(696) 602-2632
radial.fusion@insightcapital.com
in linkedin.com/in/summit-oak
Showing 2 of 122 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,896,049,968 | $827,224 |
| Non-Discretionary | $782,164,194 | $786,095 |
| Total | $17,678,214,162 | $825,313 |
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Separately Managed Accounts
Total SMA Asset: $17,678,214,162
Public Funds:
36.2% Equity - Exchange:
27.7% Cash:
9.3% U.S. Government/Agency:
26.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,965,919,382 | 36.2% |
| Equity - Exchange | $2,269,501,848 | 27.7% |
| Cash | $761,962,714 | 9.3% |
| U.S. Government/Agency | $2,195,763,521 | 26.8% |
| Total | $8,193,147,465 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA BEACON SUMMIT | INSIGHT EAGLE | 2ZIPUFYA6 | WUGB | 1.08% | $44,198,304 |
| NORTH GLACIER | PRIME SUMMIT | ZUYOIQWB6 | RALWJ | 8.28% | $74,526,620 |
| VERTEX OPTIMA | FUSION MERIDIAN | 8O07TBZH0 | WZJAA | 11.92% | $23,929,600 |
| BEACON WAVE | FRONTIER LEGACY | DR6MWNTE9 | OVJH | 10.45% | $93,705,637 |
| WAVE MERIDIAN LEGACY | VITAL VALUE | 54M4ASO09 | KCCZ | 2.46% | $48,965,312 |
| FRONTIER NORTH BEACON | RIDGE CATALYST | 1JLGPYIO2 | RGSQ | 10.90% | $76,022,967 |
| MERIDIAN VITAL | HARBOR MOMENTUM | AAHJF3773 | YWF | 11.69% | $117,976,619 |
| HARBOR EMBER OAK | PATHWAY HORIZON | 9XORBHT7X | VKMN | 7.73% | $38,870,873 |