# MODERA WEALTH MANAGEMENT, LLC

MODERA WEALTH MANAGEMENT, LLC of WESTWOOD, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 155649
- Type: SEC-registered investment adviser
- SEC file number: 801-71973
- Location: 56 JEFFERSON AVENUE, WESTWOOD, NJ, 07675
- Phone: (201) 768-4600
- Latest filing: 2026-07-09
- Regulatory AUM: $17.7B
- Discretionary AUM: $16.9B
- Non-discretionary AUM: $782.2M
- Clients: 238
- Accounts: 21,420

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (49)

_Showing 25 of 49 people._

| Name | Role | Location |
| --- | --- | --- |
| Thomas Anthony Orecchio | ELECTED MANAGER AND CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| John Joseph Ceparano | ELECTED MANAGER | — |
| Theresa Apruzzese Days | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | Boston, MA |
| George Thomas Padula | ELECTED MANAGER | — |
| Harli Lynn Palme | APPOINTED MANAGER, CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER | — |
| Benjamin John Robins | APPOINTED MANAGER; MEMBER | — |
| Yvonne Nadinne Kanner | MEMBER | — |
| Steven Edward Cortez | MEMBER | — |
| Regan Darby Fad | CHIEF LEGAL OFFICER | — |
| Ethan Jay Wang | APPOINTED MANAGER | — |
| Mark Anthony Willoughby | APPOINTED MANAGER; ELECTED MANAGER; TRUSTEE | — |
| Michael John Ziemer | ELECTED MANAGER | — |
| Sarah Duffell Dergarabedian | ELECTED MANAGER | — |
| Patrick Dennis Runyen | ELECTED MANAGER | — |
| James Peter Kipp | CHIEF FINANCIAL OFFICER | — |
| Joseph Edward Mccuine | CHIEF FINANCIAL OFFICER; PRESIDENT | — |
| Gaurav Mallik | CHIEF INVESTMENT OFFICER | — |
| Kelly Ann Henning | ELECTED MANAGER | — |
| Richard Dale Manske | APPOINTED MANAGER | — |
| MCCUINE JOSEPH EDWARD | CHIEF FINANCIAL OFFICER | — |
| PADULA GEORGE THOMAS | ELECTED MANAGER; OFFICER | — |
| MANSKE RICHARD DALE | APPOINTED MANAGER | — |
| BOINSKE CHARLES PHILIP | MEMBER, APPOINTED MANAGER | — |
| BERNHARDT GORDON JOEL | APPOINTED MANAGER | — |
| CLARK TIMOTHY ROGER | APPOINTED MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155649/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155649/similar
- Related entities: https://search.stillhousedata.com/firm/155649/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155649

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.