Modera Wealth Management, LLC
ent_d3328a637ad6d5db529138a1
Disclosures
3
State AG · 3 jurisdictions
Multi-filing incidents
1
incidents joining 2+ filings here
Max affected reported
27
as filed · State AG MA
Leak-site claims
0
none in sample
Identity resolution
- Canonical name
- Modera Wealth Management, LLC
- Normalized
- modera wealth management— dedupe via name-norm; Microsoft / MSFT collapse to one row
- GLEIF LEI
- No match
- SEC EDGAR CIK
- None — not an SEC registrant
- Domain
- None on record
Disclosure history (3)newest first
- New Hampshire State AGas victim2025-06-02
Modera Wealth Management, LLC reported a data event affecting one New Hampshire resident. Suspicious email activity was detected on April 17, 2025, with unauthorized access occurring between Feb 5 and April 17, 2025. Name and financial account info were potentially accessed. Modera notified law enforcement, engaged forensic investigators, and offered 12 months of credit monitoring.
- Massachusetts State AGas victim2023-09-08
Modera Wealth Management, LLC reported a data breach to the Massachusetts Office of Consumer Affairs and Business Regulation. The breach was reported on 2023-09-08. 27 Massachusetts residents were affected. The report records the breach type as electronic.
- Montana State AGas victim2023-09-08
Modera Wealth Management, LLC notified clients of a cybersecurity incident where an employee's email account was compromised via unauthorized access between June 1 and June 5, 2023. The breach exposed client identifying information. Modera engaged forensic investigators, notified federal law enforcement, and offered 24 months of credit monitoring through Experian.