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MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
CRD 170442 · SEC 801-80056
303 ISLINGTON STREET, PORTSMOUTH, NH, 03801, United States
Phone
603-431-1444
Fax
603-431-1445
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$528.3M
Discretionary AUM
$528.3M
Team
14 total employees; 11 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 502 | $133.4M |
| High net worth individuals | 131 | $363.7M |
| Pension/profit sharing plans | 4 | $30.8M |
| Corporations/business entities | 1 | $421K |
States served
CO, ME, MA, NY, NC, PA, RI, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD