MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
CRD #170442 SEC #801-80056 PORTSMOUTH, NH 603-431-1444
SEC Registered
Total AUM
$464M
Discretionary
$464M
Employees
11
Clients
101
Accounts
1,305
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $464M | $464M | $18.9K | 11 | 10 |
| Apr 2025 | $464M | $464M | $18.9K | 11 | 10 |
| Mar 2025 | $464M | $464M | $18.9K | 11 | 10 |
| Oct 2024 | $408.1M | $408.1M | $9.1K | 12 | 10 |
| Mar 2024 | $408.1M | $408.1M | $9.1K | 12 | 10 |
| Oct 2023 | $384.7M | $379.9M | $4.8M | 14 | 10 |
| Oct 2023 | $384.7M | $379.9M | $4.8M | 14 | 10 |
| Mar 2023 | $384.7M | $379.9M | $4.8M | 14 | 10 |
| Dec 2022 | $447.9M | $442.9M | $5M | 11 | 12 |
| Oct 2022 | $447.9M | $442.9M | $5M | 11 | 12 |
| Sep 2022 | $447.9M | $442.9M | $5M | 11 | 12 |
| Aug 2022 | $447.9M | $442.9M | $5M | 11 | 12 |
| Aug 2022 | $447.9M | $442.9M | $5M | 11 | 12 |
| Mar 2022 | $447.9M | $442.9M | $5M | 11 | 12 |
| Jan 2022 | $395.3M | $391.1M | $4.3M | 12 | 24 |
| Dec 2021 | $395.3M | $391.1M | $4.3M | 12 | 24 |
| Apr 2021 | $395.3M | $391.1M | $4.3M | 12 | 24 |
| Mar 2021 | $395.3M | $391.1M | $4.3M | 12 | 24 |
| Jun 2020 | $285.2M | $281.8M | $3.4M | 10 | 16 |
| Jun 2020 | $285.2M | $281.8M | $3.4M | 10 | 16 |
| Jun 2020 | $285.2M | $281.8M | $3.4M | 10 | 16 |
| May 2020 | $285.2M | $281.8M | $3.4M | 10 | 16 |
| Mar 2020 | $285.2M | $281.8M | $3.4M | 10 | 16 |
| Nov 2019 | $253.9M | $251M | $2.8M | 13 | 15 |
| Aug 2019 | $253.9M | $251M | $2.8M | 13 | 15 |
| Apr 2019 | $253.9M | $251M | $2.8M | 13 | 15 |
| Mar 2019 | $253.9M | $251M | $2.8M | 13 | 15 |
| Apr 2018 | $294M | $290.6M | $3.4M | 7 | 0 |
| Mar 2018 | $294M | $290.6M | $3.4M | 7 | 0 |
| Sep 2017 | $219.1M | $217.8M | $1.2M | 7 | 400 |
| Mar 2017 | $219.1M | $217.8M | $1.2M | 7 | 400 |
| Apr 2016 | $170.4M | $168.7M | $1.7M | 3 | 400 |
| Mar 2016 | $170.4M | $168.7M | $1.7M | 3 | 400 |
| Oct 2015 | $156.3M | $155.5M | $760K | 2 | 300 |
| Mar 2015 | $156.3M | $155.5M | $760K | 2 | 300 |
| Feb 2015 | $156.3M | $155.5M | $760K | 2 | 300 |
| Dec 2014 | $146.4M | $143M | $3.4M | 2 | 300 |
| Sep 2014 | $47.1M | $46.4M | $671K | 2 | 0 |
| Sep 2014 | $47.1M | $46.4M | $671K | 2 | 0 |
| Aug 2014 | $30.6M | $30M | $575K | 2 | 0 |
| Jun 2014 | $30.6M | $30M | $575K | 2 | 0 |
DateJul 2025
Total AUM$464M
Discretionary$464M
Non-Disc.$18.9K
Employees11
Clients10
DateApr 2025
Total AUM$464M
Discretionary$464M
Non-Disc.$18.9K
Employees11
Clients10
DateMar 2025
Total AUM$464M
Discretionary$464M
Non-Disc.$18.9K
Employees11
Clients10
DateOct 2024
Total AUM$408.1M
Discretionary$408.1M
Non-Disc.$9.1K
Employees12
Clients10
DateMar 2024
Total AUM$408.1M
Discretionary$408.1M
Non-Disc.$9.1K
Employees12
Clients10
DateOct 2023
Total AUM$384.7M
Discretionary$379.9M
Non-Disc.$4.8M
Employees14
Clients10
DateOct 2023
Total AUM$384.7M
Discretionary$379.9M
Non-Disc.$4.8M
Employees14
Clients10
DateMar 2023
Total AUM$384.7M
Discretionary$379.9M
Non-Disc.$4.8M
Employees14
Clients10
DateDec 2022
Total AUM$447.9M
Discretionary$442.9M
Non-Disc.$5M
Employees11
Clients12
DateOct 2022
Total AUM$447.9M
Discretionary$442.9M
Non-Disc.$5M
Employees11
Clients12
DateSep 2022
Total AUM$447.9M
Discretionary$442.9M
Non-Disc.$5M
Employees11
Clients12
DateAug 2022
Total AUM$447.9M
Discretionary$442.9M
Non-Disc.$5M
Employees11
Clients12
DateAug 2022
Total AUM$447.9M
Discretionary$442.9M
Non-Disc.$5M
Employees11
Clients12
DateMar 2022
Total AUM$447.9M
Discretionary$442.9M
Non-Disc.$5M
Employees11
Clients12
DateJan 2022
Total AUM$395.3M
Discretionary$391.1M
Non-Disc.$4.3M
Employees12
Clients24
DateDec 2021
Total AUM$395.3M
Discretionary$391.1M
Non-Disc.$4.3M
Employees12
Clients24
DateApr 2021
Total AUM$395.3M
Discretionary$391.1M
Non-Disc.$4.3M
Employees12
Clients24
DateMar 2021
Total AUM$395.3M
Discretionary$391.1M
Non-Disc.$4.3M
Employees12
Clients24
DateJun 2020
Total AUM$285.2M
Discretionary$281.8M
Non-Disc.$3.4M
Employees10
Clients16
DateJun 2020
Total AUM$285.2M
Discretionary$281.8M
Non-Disc.$3.4M
Employees10
Clients16
DateJun 2020
Total AUM$285.2M
Discretionary$281.8M
Non-Disc.$3.4M
Employees10
Clients16
DateMay 2020
Total AUM$285.2M
Discretionary$281.8M
Non-Disc.$3.4M
Employees10
Clients16
DateMar 2020
Total AUM$285.2M
Discretionary$281.8M
Non-Disc.$3.4M
Employees10
Clients16
DateNov 2019
Total AUM$253.9M
Discretionary$251M
Non-Disc.$2.8M
Employees13
Clients15
DateAug 2019
Total AUM$253.9M
Discretionary$251M
Non-Disc.$2.8M
Employees13
Clients15
DateApr 2019
Total AUM$253.9M
Discretionary$251M
Non-Disc.$2.8M
Employees13
Clients15
DateMar 2019
Total AUM$253.9M
Discretionary$251M
Non-Disc.$2.8M
Employees13
Clients15
DateApr 2018
Total AUM$294M
Discretionary$290.6M
Non-Disc.$3.4M
Employees7
Clients0
DateMar 2018
Total AUM$294M
Discretionary$290.6M
Non-Disc.$3.4M
Employees7
Clients0
DateSep 2017
Total AUM$219.1M
Discretionary$217.8M
Non-Disc.$1.2M
Employees7
Clients400
DateMar 2017
Total AUM$219.1M
Discretionary$217.8M
Non-Disc.$1.2M
Employees7
Clients400
DateApr 2016
Total AUM$170.4M
Discretionary$168.7M
Non-Disc.$1.7M
Employees3
Clients400
DateMar 2016
Total AUM$170.4M
Discretionary$168.7M
Non-Disc.$1.7M
Employees3
Clients400
DateOct 2015
Total AUM$156.3M
Discretionary$155.5M
Non-Disc.$760K
Employees2
Clients300
DateMar 2015
Total AUM$156.3M
Discretionary$155.5M
Non-Disc.$760K
Employees2
Clients300
DateFeb 2015
Total AUM$156.3M
Discretionary$155.5M
Non-Disc.$760K
Employees2
Clients300
DateDec 2014
Total AUM$146.4M
Discretionary$143M
Non-Disc.$3.4M
Employees2
Clients300
DateSep 2014
Total AUM$47.1M
Discretionary$46.4M
Non-Disc.$671K
Employees2
Clients0
DateSep 2014
Total AUM$47.1M
Discretionary$46.4M
Non-Disc.$671K
Employees2
Clients0
DateAug 2014
Total AUM$30.6M
Discretionary$30M
Non-Disc.$575K
Employees2
Clients0
DateJun 2014
Total AUM$30.6M
Discretionary$30M
Non-Disc.$575K
Employees2
Clients0