RIA Intel›Advisers›New Hampshire›MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Advisory

N·PORTSMOUTH, NH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$528M
1-Year AUM Growth
+6.1%
3-Year CAGR
+1.1%
Employees
11
Assets Under Management
Total AUM$528M
Discretionary AUM$528M
Non-Discretionary AUM$32K
Discretionary %100%
Total Clients598
Team
Total Employees11
Investment Advisers14
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record38
First FilingJun 30, 2014
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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