MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

CRD 170442File 801-80056

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$528.3M

Above cohort median (national)

Discretionary AUM

$528.3M

Non-discretionary $32K

Clients

638

1,399 accounts

Employees

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: 303 ISLINGTON STREET, PORTSMOUTH, NH, 03801
Phone: 603-431-1444
Website: HTTP://WWW.MEASUREDWEALTH.NET

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.