Measured Wealth Private Client Group LLC

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Assets, Funds, Holdings

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Measured Wealth Private Client Group LLC
CRD #170442
SEC #801-80056
CIK #0001720235
AUM $408.1 MM (2024-03-21)
Employees 12 (67% Investors, 0% Brokers)
Phone603-431-1444
Address303 Islington Street
Portsmouth, NH 03801
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
4503602701809002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GLD 10.5
AAPL 2,382,844.0 4.9
NVDA 399,550.0 4.5
MSFT 1,918,222.4 3.6
AVGO 201,282.9 2.9
MTG 3,938.1 1.3
HRB 5,509.2 1.3
UNH 477,004.0 1.3
JPM 340,169.2 1.2
 
 
Holdings by Sector ($MM)
3502802101407002015201820212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 473 125.3
(b) Individuals (high net worth individuals) 106 254.8
(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 5 26.1
(h) Charitable organizations 0 1.3
(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 0 0.7
(n) Other 0 0.0
Total 1,313 408.1
By Discretionary
Discretionary 1,312 408.1
Non-Discretionary 1 0.0
Total 1,313 408.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 408.1
Total 1,313 408.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001720235]
Comparable Firms State AUM ($BB)
Ashton Thomas Securities LLC
NY 0.4
Keeler & Nadler Financial Planning and Wealth Management LLC
OH 0.4
Orin Green Financial LLC
CA 0.4
Tri-Ad Capital Management I LLC
CA 0.4
25 LLC
MO 0.4
Morris Financial Concepts Inc
SC 0.4
Addison Advisors LLC
VT 0.4
Brophy Wealth Management LLC
NH 0.4
Peirce Capital Management LLC
TX 0.4
Kades & Cheifetz LLC
PA 0.4
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