Modera Wealth Management is a wealth manager based in McLean, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Modera is a fee-only financial planning and consulting firm that offers investment management, estate planning, risk management, tax strategy, retirement planning. The firm has billions in assets under management and serves both individuals and high-net-worth individuals. They also work with institutional clients, including pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and other corporations1.
Investment types: Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital
Sectors & themes: Debt Management, Equity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services, Retirement Planning, Trust Management, Wealth & Estate Planning, Finance, Financial Services, Traditional Investments (Liquid Assets)
Preferred geographies: United States
Location: 7601 Lewinsville Road\nSuite 210\nMclean\nVirginia\n22102\nUnited States
FindLPs holds verified direct email addresses and phone numbers for decision-makers at Modera Wealth Management. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.
Unlock Contact DetailsSearch 25,850 limited partners with verified contact details.
LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.