Modera Wealth Management, LLC reports

Company Names, identifiers, and filing context for this profile. 1 identity field
Company location
Westwood, NJ
SEC filing record 1 source field available
Fiscal year end
31 December
Modera Wealth Management, LLC has filed 64 SEC EDGAR filings since 14 Feb 2012

SEC filing history

Showing 1-25 of 64 matching filings.

Per page
25
Current page
1
13F-HR File 028-14860

13F-HR filing

Filing date
06 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
21 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
31 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
06 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
N-PX File 028-14860

N-PX filing

Filing date
09 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
08 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
06 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
24 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
29 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
N-PX File 028-14860

N-PX filing

Filing date
01 Jul 2024
Reporting date
01 Jul 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
14 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
14 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-14860

13F-HR/A filing

Filing date
30 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
01 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
07 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
05 May 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
07 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
01 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
27 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
03 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
04 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
04 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
02 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
29 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-14860

13F-HR filing

Filing date
11 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .