Measured Wealth Private Client Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portsmouth, NH. Its latest Form ADV filing, dated March 31, 2026, reports $528M in regulatory assets under management, 14 employees, 2 offices, and 1,399 accounts.
Assets Under Management
$528M
Employees
14
Offices
2 offices
Total Clients
638
Primary office
PORTSMOUTH, NH
303 ISLINGTON STREET, PORTSMOUTH, NH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.7% of total clients.
Top client categories% of clientsClients
1
Individuals
78.7%
502
2
HNWI
20.5%
131
3
Pension Plans
0.6%
4
4
Corporations
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$528Mas of March 31, 2026
Discretionary100.0%
$528M
100% of total RAUM100.0%
Non-discretionary0.0%
$32K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$528M
Total Accounts1,399
10Y AUM Change+$309M (+141.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee46:1
10Y Employee Change+7 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.