MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Overview

Measured Wealth Private Client Group, LLC is an independent, SEC‑registered RIA that began registration in 2014 and is owned by an individual. The firm serves both individual and family clients as well as institutional relationships, providing financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection services. Its fee options include percentage of AUM, hourly charges, and fixed fees. Measured Wealth identifies as an active ESG investor and acts as a capital allocator that places client capital with third‑party managers when appropriate. The firm also lists an industry affiliation with an insurance company and was named to Citywire’s "50 Growers Across America" list in both 2021 and 2022.

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Public Holdings

Investments & Alternatives

Location & Offices