Modera Wealth Management Data Breach Investigation

Turke & Strauss LLP, a leading data breach law firm, is investigating Modera Wealth Management, LLC regarding its recent data breach. The Modera Wealth Management data breach involved sensitive personal identifiable information belonging to an unknown number of individuals.


Modera Wealth Management is an investment advisory firm offering financial planning, investment management, tax strategy, retirement planning, and more. Operating on a fee-only model, Modera Wealth Management specializes in the needs of business owners, executives, doctors and dentists, surviving spouses, individuals in the midst of divorce, LGBTQ+, and those with special needs or chronic illness.2 Founded in 1983, Modera Wealth Management oversees over $11 billion in regulatory assets and employs over 100 individuals. Headquartered in Westwood, New Jersy, Modera Wealth Management operates 16 branch offices across the East Coast, including in Massachusetts, New York, New Jersey, Pennsylvania, Virginia, North Carolina, Georgia, and Florida.


On June 5, 2023, Modera Wealth Management discovered that it had experienced a data breach in which the sensitive personal identifiable information in its systems may have been accessed. Through its investigation, Modera Wealth Management determined that an unauthorized actor may have accessed this sensitive information through an employee’s email account between June 1 and June 5, 2023. On September 8, 2023, Modera Wealth Management began notifying individuals whose information may have been impacted. The type of information exposed includes:

  • Name
  • Social Security number
  • Financial account number

If you received a breach notification letter from Modera Wealth Management:

We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at (608) 237-1775 or

If you were impacted by the Modera Wealth Management data breach, you may consider taking the following steps to protect your personal information.

  1. Carefully review the breach notice and retain a copy;
  2. Enroll in free credit monitoring service provided by Modera Wealth Management, LLC;
  3. Change passwords and security questions for online accounts;
  4. Regularly review account statements for signs of fraud or unauthorized activity;
  5. Monitor credit reports for signs of identity theft; and
  6. Contact a credit bureau(s) to request a temporary fraud alert.

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