Measured Wealth Private Client Group, LLC
Firm details
- Headquarters
- Rye, New Hampshire
- CRD number
- 170442
- Registered since
- July 18, 2014
- Website
- www.measuredwealth.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.85%
- Individuals25.25%
- Pension & Profit Sharing Plans5.83%
- Corporations / Businesses0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Measured Wealth Private Client Group, LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered since 2014. The firm serves a mix of individual and family clients alongside institutional relationships and positions itself as a capital allocator that blends planning and discretionary portfolio management. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Measured Wealth charges a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. The firm identifies as an active ESG investor and works with external managers for certain allocations. It has been noted in industry coverage, appearing in Citywire’s "50 Growers Across America" lists in both 2021 and 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities24%
- Cash & Cash Equivalents10%
- Other2%
Owners & executives
2 of 2
Edward Miller
Chief Investment OfficerCRD 6384865
Lori Weston
Chief Compliance OfficerCRD 2596946
Contacts
3 of 9
Joseph Neff
Wealth Advisor AssociateCRD 7047011
Jay Levy
Senior Vice PresidentCRD 4866495
George Zaharopoulos
Investment Advisor RepresentativeCRD 4721155
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 209Active vs passive
$463M in ETFs
92%
$428M
2%
$35.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $28.3M | 178,824 | 6.10% |
Location
Rye, NH
Rockingham
Location
Rye, NH
Headquartered in Rye, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 14 Sagamore Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Mardin Capital Group
RIARye, NH
Essential Planning, LLC
RIAPortsmouth, NH
Brophy Wealth Management, LLC
RIABedford, NH
Whitegate Investment Counselors, Inc.
RIAConcord, NH
Mascoma Wealth Management
RIAHanover, NH
Harbor Advisory Corporation
RIAPortsmouth, NH