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| Measured Wealth Private Client Group LLC
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|---|---|
| CRD # | 170442 |
| SEC # | 801-80056 |
| CIK # | 0001720235 |
| AUM | 528.3 M (2026-03-31) |
| Employees | 14 (79% Investors, 0% Brokers) |
| Phone | 603-431-1444 |
| Address | 303 Islington Street Portsmouth, NH 03801 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 26.0 | ||
| United Parcel Service Inc | 16.6 | ||
| Nvidia Corp | 5.8 | ||
| Apple Inc | 5.3 | ||
| Broadcom Inc | 2.9 | ||
| Microsoft Corp | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 502 | 133.4 |
| (b) Individuals (high net worth individuals) | 131 | 363.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 30.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,399 | 528.3 |
| By Discretionary | ||
| Discretionary | 1,398 | 528.3 |
| Non-Discretionary | 1 | 0.0 |
| Total | 1,399 | 528.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 528.0 | |
| Total | 1,399 | 528.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001720235] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Matheson & Rock Wealth Management LLC
✚
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IA | 530.0 M |
|
Yarger Wealth Strategies LLC
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|
Barrett & Company Inc
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RI | 529.7 M |
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Mindful Asset Planning LLC
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|
Benefit Fiduciary Group LLC
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VA | 529.4 M |
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COWA LLC
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OK | 529.4 M |
|
Navigate Private Wealth LLC
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UT | 529.2 M |
|
Orin Green Financial LLC
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|
CA | 528.8 M |
|
BCR Wealth Strategies LLC
✚
|
AL | 528.1 M |
|
CURA Wealth Advisors LLC
✚
|
IL | 527.7 M |