Measured Wealth Private Client Group, LLC
Measured Wealth Private Client Group, LLC is an SEC-registered mass-market adviser in Portsmouth, NH with $528.3M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Measured Wealth Private Client Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170442, SEC 801-80056, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $528.3M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Portsmouth, NH
- Employees
- 14
- Clients
- 638
- CRD
- 170442
- Ownership
- BENWAY, EDWARD, HEATH; MILLER, EDWARD, ROBERT; WESTON, LORI, ANN
How much AUM does Measured Wealth Private Client Group, LLC have?
Measured Wealth Private Client Group, LLC reported $528.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Measured Wealth Private Client Group, LLC?
Disclosed owners and executives of Measured Wealth Private Client Group, LLC include BENWAY, EDWARD, HEATH, MILLER, EDWARD, ROBERT, WESTON, LORI, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.