Measured Risk Portfolios
Measured Risk Portfolios is an SEC-registered mass-market adviser in San Diego, CA with $597.2M assets under management (AUM, regulatory AUM), +49% over one year. See who owns Measured Risk Portfolios: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141422, SEC 801-80124, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $597.2M (2026-04-08)
- Firm type
- Mass-Market Adviser
- Location
- San Diego, CA
- Employees
- 13
- Clients
- 809
- CRD
- 141422
- Ownership
- KRIESMER, LAWRENCE, DOUGLAS; SUROVSKY, BERNARD, AARON
How much AUM does Measured Risk Portfolios have?
Measured Risk Portfolios reported $597.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns Measured Risk Portfolios?
Disclosed owners and executives of Measured Risk Portfolios include KRIESMER, LAWRENCE, DOUGLAS, SUROVSKY, BERNARD, AARON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.