Wealth Manager
    SEC Registered
    Manages Private Funds

    Measured Wealth Private Client Group, LLC

    Registered investment advisor · Portsmouth, New Hampshire · CRD #170442

    Assets Under Management
    $528M
    Client Accounts
    1,399
    Employees
    14
    CRD Number
    170442
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Measured Wealth Private Client Group, LLC

    Measured Wealth Private Client Group, LLC offers investment advisory services, portfolio management, and financial planning for individuals and small businesses. The firm employs experienced advisors with decades of financial industry expertise. Based in Portsmouth, NH, it provides personalized financial advice.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Measured Wealth Private Client Group, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Measured Wealth Private Client Group, LLC's AUM?

    Measured Wealth Private Client Group, LLC reports approximately $528M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Measured Wealth Private Client Group, LLC headquartered?

    Measured Wealth Private Client Group, LLC is headquartered in Portsmouth, New Hampshire.

    What is Measured Wealth Private Client Group, LLC's CRD number?

    Measured Wealth Private Client Group, LLC's CRD number is 170442. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Measured Wealth Private Client Group, LLC manage?

    Measured Wealth Private Client Group, LLC manages approximately 1,399 client accounts according to its latest SEC filing.

    Is Measured Wealth Private Client Group, LLC SEC registered?

    Yes, Measured Wealth Private Client Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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