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| Measured Wealth Private Client Group LLC
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|
|
|---|---|
| CRD # | 170442 |
| SEC # | 801-80056 |
| CIK # | 0001720235 |
| AUM | $464.0 M (2025-07-10) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 603-431-1444 |
| Address | 303 Islington Street Portsmouth, NH 03801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 19.6 | ||
| United Parcel Service Inc | 17.1 | ||
| Nvidia Corp | 5.4 | ||
| Apple Inc | 4.0 | ||
| Microsoft Corp | 3.3 | ||
| Broadcom Inc | 3.1 | ||
| J P Morgan Chase & Co | 2.2 | ||
| MGIC Investment Corp | 1.7 | ||
| Manulife Financial Corp | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 457 | 112.3 |
| (b) Individuals (high net worth individuals) | 131 | 322.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 28.7 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,305 | 464.0 |
| By Discretionary | ||
| Discretionary | 1,304 | 464.0 |
| Non-Discretionary | 1 | 0.0 |
| Total | 1,305 | 464.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 464.0 | |
| Total | 1,305 | 464.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001720235] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Prosperity Planning Inc
✚
|
MO | 0.5 |
|
Oakstreet Wealth Management Inc
✚
|
TX | 0.5 |
|
Evergreen Advisors LLC
✚
|
TN | 0.5 |
|
Convergence Investment Partners LLC
✚
|
FL | 0.5 |
|
Fiduciary Advisors LLC
✚
|
UT | 0.5 |
|
A & I Financial Services LLC
✚
|
CO | 0.5 |
|
Orin Green Financial LLC
✚
|
CA | 0.5 |
|
Tri-Ad Capital Management I LLC
✚
|
CA | 0.5 |
|
Blake Schutter Theil Wealth Advisors LLC
✚
|
OH | 0.5 |
|
Accountants Proprietary Financial Servicenet Inc
✚
|
NY | 0.5 |