# Measured Financial

> Measured Financial is a state-registered investment advisory firm in Roseville, CA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 22, 2026.

- CRD: 305720
- Filed as: MEASURED FINANCIAL
- Legal name: Tailored Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Roseville, CA
- Filing period: October 2026
- Form ADV filing dated: February 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305720
- AdvisorCensus page: https://advisorcensus.com/firm/measured-financial-roseville-ca-305720

## Quick answers

**How is Measured Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Measured Financial reports these compensation arrangements: a percentage of assets under its management.

**Where is Measured Financial located?**
Measured Financial's principal office is in Roseville, CA, according to its Form ADV.

**Is Measured Financial registered with the SEC or a state?**
Measured Financial is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305720.

**How much does Measured Financial manage?**
Measured Financial reports $67,740,000 in regulatory assets under management in its Form ADV filing dated February 22, 2026 (0% discretionary).

**What types of clients does Measured Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (171); high net worth individuals (82); charitable organizations (2).

**Does Measured Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305720

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $67,740,000
- Discretionary: $0
- Non-discretionary: $67,740,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 171 | $23,728,000 |
| High net worth individuals | 82 | $43,457,000 |
| Charitable organizations | 2 | $521,000 |
| Corporations or other businesses not listed above | 2 | $34,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (6 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- measuredfinancial.com
- LinkedIn @measured-financial
- LinkedIn @alexgibbs3
- X @measuredfin
- Facebook @measuredfinancial
- Instagram @measuredfinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Measured Financial (CRD 305720): Form ADV filing data as of October 2026.