Measured Wealth Private Client Group LLC


Assets, Funds, Holdings

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Measured Wealth Private Client Group LLC
CRD #170442
SEC #801-80056
CIK #1720235
AUM $285.2 MM (99% Disc, 100% US, 2020-03-30)
Employees10 (60% Investors, 0% Brokers)
Address303 Islington Street
Portsmouth, NH 03801
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
IVV 12.7
VYM 11.5
BND 8.9
OEF 8.0
BIV 7.0
VTI 4.3
VCIT 4.0
XLV 3.5
SPY 2.7
VO 2.6
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Freedom Advisory LLC
PR 0.3
Hedeker Wealth LLC
IL 0.3
Affinity Investment Group LLC
NH 0.3
Hayek Kallen Investment Management LLC
AL 0.3
Peregrine Investment Advisors LLC
MS 0.3
Richardson Capital Management LLC
WI 0.3
SOWA Financial Group Inc
RI 0.3
Keeney Financial Group Inc
MD 0.3
Heacock & Jones Financial Services Inc
IA 0.3
Gerber/Taylor Associates Inc
TN 0.3
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