# Measured Wealth Private Client Group, LLC

> Measured Wealth Private Client Group, LLC is an SEC-registered investment advisory firm in Rye, NH, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 17, 2026.

- CRD: 170442
- Filed as: MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
- Also doing business as: MEASURED WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rye, NH
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170442
- AdvisorCensus page: https://advisorcensus.com/firm/measured-wealth-private-client-group-llc-rye-nh-170442

## Quick answers

**How is Measured Wealth Private Client Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Measured Wealth Private Client Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Measured Wealth Private Client Group, LLC located?**
Measured Wealth Private Client Group, LLC's principal office is in Rye, NH, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Measured Wealth Private Client Group, LLC registered with the SEC or a state?**
Measured Wealth Private Client Group, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170442.

**How much does Measured Wealth Private Client Group, LLC manage?**
Measured Wealth Private Client Group, LLC reports $528,341,951 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary).

**How have Measured Wealth Private Client Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Measured Wealth Private Client Group, LLC: Regulatory assets under management: $395,347,541 in the October 2021 data and $528,341,951 in the October 2026 data, up 34%. Total employees: 12 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Measured Wealth Private Client Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (502); high net worth individuals (131); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does Measured Wealth Private Client Group, LLC use?**
Measured Wealth Private Client Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Measured Wealth Private Client Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170442

**What changed in Measured Wealth Private Client Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 11. Regulatory assets under management went from $463,984,110 to $528,341,951 (+14%). Changed its office addresses in Fort Lauderdale, FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $528,341,951
- Discretionary: $528,309,568
- Non-discretionary: $32,383

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 502 | $133,383,224 |
| High net worth individuals | 131 | $363,743,220 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $30,794,087 |
| Corporations or other businesses not listed above | 1 | $421,420 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 14 total, 11 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO, FL, MA, ME, NC, NH, NY, PA, RI, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Fort Lauderdale, FL
- Saco, ME

### Websites listed on Form ADV (Item 1.I)
- measuredwealth.net
- Facebook @MEASUREDWEALTH
- LinkedIn @measured-wealth-private-client-group-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $395,347,541 | 12 | April 14, 2021 |
| October 2022 | $447,857,247 | 11 | September 9, 2022 |
| October 2023 | $384,672,853 | 14 | March 9, 2023 |
| October 2024 | $408,117,485 | 12 | March 21, 2024 |
| October 2025 | $463,984,110 | 11 | July 10, 2025 |
| October 2026 | $528,341,951 | 14 | September 17, 2026 |

Regulatory assets under management: $395,347,541 in the October 2021 data and $528,341,951 in the October 2026 data, up 34%.
Total employees: 12 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 11.
- Regulatory assets under management went from $463,984,110 to $528,341,951 (+14%).
- Changed its office addresses in Fort Lauderdale, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Measured Wealth Private Client Group, LLC (CRD 170442): Form ADV filing data as of October 2026.