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MEASURED FINANCIAL
TAILORED WEALTH MANAGEMENT, LLC
CRD 305720
3017 DOUGLAS BLVD,, SUITE 300, ROSEVILLE, CA, 95661, United States
Phone
916-975-3700
Fax
916-200-2136
Registration
— (—)
Source
State registered
Total AUM
$67.7M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-22
Disciplinary history
No
Services
Portfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 171 | $23.7M |
| High net worth individuals | 82 | $43.5M |
| Charitable organizations | 2 | $521K |
| Corporations/business entities | 2 | $34K |
All web addresses on file
Official SEC filing: View on IAPD