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MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

RYE, NH · CRD 170442 · IAPD ↗ · measuredwealth.net · 603-431-1444

$528.3MRegulatory AUM
11Advisory reps
14Employees
2Clients
101-250Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
October 2026 — MEASURED WEALTH PRIVATE CLIENT GROUP, LLC moved its main office from PORTSMOUTH, NH to RYE, NH.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2026 — MEASURED WEALTH PRIVATE CLIENT GROUP, LLC crossed $500M in regulatory AUM ($464.0M -> $528.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
April 2026 — MEASURED WEALTH PRIVATE CLIENT GROUP, LLC grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
November 2024 — MEASURED WEALTH PRIVATE CLIENT GROUP, LLC notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — MEASURED WEALTH PRIVATE CLIENT GROUP, LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.