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MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
CRD 170442File 801-80056
APPROVED
Retail clients
Custody
Filing as of Sep 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$528.3M
Above cohort median (national)
Discretionary AUM
$528.3M
Non-discretionary $32K
Clients
638
1,399 accounts
Employees
14
Above cohort median in NH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 18, 2014
- Principal office
- 14 SAGAMORE ROAD, RYE, NH, 03870
- Phone
- 603-431-1444
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $528.3M
- Discretionary AUM
- $528.3M
- Non-discretionary AUM
- $32K
- Discretionary accounts
- 1,398
- Non-discretionary accounts
- 1
- Total accounts
- 1,399
- AUM per client
- $828K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $421K |
| High net worth individuals | 131 | $363.7M |
| Pension and profit sharing plans | 4 | $30.8M |
| Individuals (other than high net worth individuals) | 502 | $133.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 14 | increased by3 |
| Apr 1, 2026 | Clients | 598 | 638 | increased by40 |
| Apr 1, 2026 | AUM | $463,984,110 | $528,341,951 | increased by$64,357,841 |
| Apr 1, 2026 | Accounts | 1,305 | 1,399 | increased by94 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 640 | 598 | decreased by42 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $447,857,247 | $463,984,110 | increased by$16,126,863 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,442 | 1,305 | decreased by137 |
| Apr 1, 2022 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2022 | Clients | 612 | 640 | increased by28 |
| Apr 1, 2022 | AUM | $395,347,541 | $447,857,247 | increased by$52,509,706 |
| Apr 1, 2022 | Accounts | 1,459 | 1,442 | decreased by17 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MEASURED WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MEASURED WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.