Modera Wealth Management completes acquisition of Bay Point Wealth to enhance client capabilities and growth
Acquiring Company
Modera Wealth Management
Acquired Company
Bay Point Wealth
New JerseyFinancial ServicesFinanceDescription
Modera Wealth Management, LLC (Modera) has announced its acquisition of Bay Point Wealth, a registered investment adviser firm with offices in Annapolis and Stevensville, Maryland. This acquisition aims to leverage enhanced client capabilities and opportunities for growth, combining Modera's comprehensive wealth management services with Bay Point's personalized, objective advice, and fee-only financial planning.
Quick answer
Modera Wealth Management is acquiring Bay Point Wealth, announced November 21, 2024. Modera Wealth Management is based in New Jersey, United States.
- How much did Modera Wealth Management pay for Bay Point Wealth?
- The deal value was not disclosed.
- What does Modera Wealth Management do?
- Modera Wealth Management is a fee-only, fiduciary financial advisory firm based in Westwood, New Jersey.
- Where are Modera Wealth Management and Bay Point Wealth based?
- Modera Wealth Management is based in New Jersey, United States.
- Who are the decision-makers at Modera Wealth Management?
- Fundz holds 1 contact at Modera Wealth Management. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at Modera Wealth Management, and when
When Modera Wealth Management changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Modera Wealth Management raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
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Frequently asked
Who acquired Bay Point Wealth?
Bay Point Wealth was acquired by Modera Wealth Management, based in New Jersey. The deal was reported on November 21, 2024. Modera Wealth Management is a fee-only, fiduciary financial advisory firm based in Westwood, New Jersey. Modera Wealth Management is privately held.
When did Modera Wealth Management acquire Bay Point Wealth?
Modera Wealth Management's acquisition of Bay Point Wealth was reported on November 21, 2024. Modera Wealth Management, LLC (Modera) has announced its acquisition of Bay Point Wealth, a registered investment adviser firm with offices in Annapolis and Stevensville, Maryland. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Bay Point Wealth do?
Bay Point Wealth is a registered investment adviser firm with offices in Annapolis and Stevensville, Maryland, and $467 million in assets under management (as of 9/30/24). It is privately held, operating in Financial Services.
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