Hedge Fund Database

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Adviser information for MEASURED WEALTH PRIVATE CLIENT GROUP, LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location New Hampshire, United States

Employees

Total Number of Employees 12
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 8
Licensed Agents of an Insurance Company 5
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,312 $408.1M
Non-Discretionary 1 $9,075
Total 1,313 $408.1M

Clients

Type Number RAUM
Individuals 473 $125.3M
HNW Individuals 106 $254.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 5 $26.1M
Charitable organizations <5 $1.3M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $715,286
Other 0 $0
Type Number
No. of Non-RAUM Clients 10
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed feesPerformance-based fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 28.2M
Portfolio Manager to Program Sponsor
MEASURED WEALTH PRIVATE CLIENT GROUP WRAP FEE PROGRAM MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Identifiers

SEC RIA File Number 801-80056
SEC ERA File Number 801-80056
SEC CIK Numbers 1720235
SEC CRD Numbers 170442
Legal Entity Identifier None

Principal Office

303 ISLINGTON STREET
PORTSMOUTH
NH
United States
Monday - Friday, 8:00 AM - 5:00 PM EST
Tel: 603-431-1444, Fax: 603-431-1445

Websites

www.facebook.com/measuredwealth/ www.measuredwealth.net www.linkedin.com/company/measured-wealth-private-client-group-llc/about/

Chief Compliance Officer

EDWARD H. BENWAY
PRESIDENT
303 ISLINGTON STREET
PORTSMOUTH
NH
United States
Tel: 603-431-1444
Fax: 603-431-1445
(Full email address available in API data)

Regulatory Contact

KEN GROPPI
DIRECTOR OF OPERATIONS
303 ISLINGTON STREET
PORTSMOUTH
NH
United States
Tel: 603-431-1444
Fax: 603-431-1445
(Full email address available in API data)

Industry Affiliates

MEASURED WEALTH RISK MANAGEMENT, LLC Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BENWAY, EDWARD, HEATH Individual – CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/PRESIDENT 04/2014 > 75%
MILLER, EDWARD, ROBERT Individual – CHIEF INVESTMENT OFFICER 06/2021 < 5%

No. Employees, Historic

20100201920202021202220232024202513 on 4/29/201913 on 8/19/201913 on 11/20/201910 on 3/30/202010 on 5/21/202010 on 6/1/202010 on 6/17/202010 on 6/26/202012 on 3/31/202112 on 4/14/202112 on 12/2/202112 on 1/11/202211 on 3/25/202211 on 8/9/202211 on 8/10/202211 on 9/9/202211 on 10/20/202211 on 12/6/202214 on 3/9/202314 on 10/11/202314 on 10/12/202312 on 3/21/2024

RAUM, Historic

500M250M02019202020212022202320242025253863094 on 4/29/2019253863094 on 8/19/2019253863094 on 11/20/2019285202820 on 3/30/2020285202820 on 5/21/2020285202820 on 6/1/2020285202820 on 6/17/2020285202820 on 6/26/2020395347541 on 3/31/2021395347541 on 4/14/2021395347541 on 12/2/2021395347541 on 1/11/2022447857247 on 3/25/2022447857247 on 8/9/2022447857247 on 8/10/2022447857247 on 9/9/2022447857247 on 10/20/2022447857247 on 12/6/2022384672853 on 3/9/2023384672853 on 10/11/2023384672853 on 10/12/2023408117485 on 3/21/2024

No. Clients, Historic

90045002019202020212022202320242025827 on 4/29/2019827 on 8/19/2019827 on 11/20/2019570 on 3/30/2020570 on 5/21/2020570 on 6/1/2020570 on 6/17/2020570 on 6/26/2020612 on 3/31/2021612 on 4/14/2021612 on 12/2/2021612 on 1/11/2022640 on 3/25/2022640 on 8/9/2022640 on 8/10/2022640 on 9/9/2022640 on 10/20/2022640 on 12/6/2022606 on 3/9/2023606 on 10/11/2023606 on 10/12/2023584 on 3/21/2024

Holdings

From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 338K 3K –
ABBVIE INC COM 756K 4K –
ACCENTURE PLC IRELAND SHS CLASS A 429K 1K –
AERCAP HOLDINGS NV SHS 465K 5K –
AFLAC INC COM 393K 4K –
ALLISON TRANSMISSION HLDGS I COM 528K 7K –
ALPHABET INC CAP STK CL A 642K 4K –
ALPHABET INC CAP STK CL C 440K 2K –
AMAZON COM INC COM 484K 3K –
AMGEN INC COM 380K 1K –
AMPHENOL CORP NEW CL A 404K 6K –
ANALOG DEVICES INC COM 367K 2K –
APPLE INC COM 5M 23K –
APPLIED INDL TECHNOLOGIES IN COM 935K 5K –
APPLIED MATLS INC COM 467K 2K –
APPLOVIN CORP COM CL A 363K 4K –
ARCH CAP GROUP LTD ORD 430K 4K –
ARES CAPITAL CORP COM 714K 34K –
ARTISAN PARTNERS ASSET MGMT CL A 608K 15K –
ATKORE INC COM 200K 1K –
AUTOMATIC DATA PROCESSING IN COM 409K 2K –
AVNET INC COM 200K 4K –
AXIS CAP HLDGS LTD SHS 338K 5K –
AXON ENTERPRISE INC COM 294K 1K –
BANCOLOMBIA S A SPON ADR PREF 239K 7K –
BARCLAYS BANK PLC DJUBS CMDT ETN36 629K 20K –
BECTON DICKINSON & CO COM 311K 1K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 350K 860 –
BLACKROCK INC COM 311K 395 –
BLOCK H & R INC COM 1M 24K –
BLUE OWL CAPITAL CORPORATION COM 479K 31K –
BOISE CASCADE CO DEL COM 704K 6K –
BRINKS CO COM 266K 3K –
BRISTOL-MYERS SQUIBB CO COM 234K 6K –
BROADCOM INC COM 3M 2K –
BROOKLINE BANCORP INC DEL COM 98K 12K –
CAMBRIA ETF TR EMRG SHAREHLDR 1M 33K –
CANADIAN IMPERIAL BK COMM TO COM 490K 10K –
CANADIAN NAT RES LTD COM 347K 10K –
CARDINAL HEALTH INC COM 203K 2K –
CATERPILLAR INC COM 891K 3K –
CELESTICA INC COM 412K 7K –
CENCORA INC COM 728K 3K –
CHORD ENERGY CORPORATION COM NEW 548K 3K –
CISCO SYS INC COM 321K 7K –
CITIUS PHARMACEUTICALS INC COM NEW 6K 10K –
CNA FINL CORP COM 600K 13K –
COCA COLA CO COM 212K 3K –
COCA COLA CONS INC COM 396K 365 –
COMCAST CORP NEW CL A 295K 8K –
COMMVAULT SYS INC COM 355K 3K –
CORE & MAIN INC CL A 271K 6K –
COSTCO WHSL CORP NEW COM 222K 261 –
DELL TECHNOLOGIES INC CL C 782K 6K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 619K 10K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 1M 30K –
DIMENSIONAL ETF TRUST US TARGETED VLU 1M 27K –
DIMENSIONAL ETF TRUST US EQUITY ETF 987K 17K –
DOVER CORP COM 441K 2K –
EAST WEST BANCORP INC COM 265K 4K –
ELI LILLY & CO COM 917K 1K –
ENACT HLDGS INC COM 839K 27K –
ESSENT GROUP LTD COM 798K 14K –
EXXON MOBIL CORP COM 1M 9K –
FIRST BANCORP P R COM NEW 637K 35K –
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 771K 44K –
FIRST TR EXCHANGE-TRADED FD WTR ETF 905K 9K –
FLEX LTD ORD 439K 15K –
GAP INC COM 624K 26K –
GENERAL DYNAMICS CORP COM 267K 919 –
GENERAL MTRS CO COM 424K 9K –
GMS INC COM 390K 5K –
GODADDY INC CL A 210K 2K –
HOME DEPOT INC COM 540K 2K –
HONEYWELL INTL INC COM 206K 964 –
ILLINOIS TOOL WKS INC COM 263K 1K –
INNOVATIVE INDL PPTYS INC COM 830K 8K –
INTERACTIVE BROKERS GROUP IN COM CL A 456K 4K –
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 306K 5K –
INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 280K 3K –
INVESCO EXCHANGE TRADED FD T NEXT GEN MEDIA 556K 12K –
IRON MTN INC DEL COM 943K 11K –
ISHARES INC MSCI EMERG MRKT 474K 8K –
ISHARES TR 20 YR TR BD ETF 3M 30K –
ISHARES TR RUS 1000 GRW ETF 407K 1K –
ISHARES TR CORE S&P500 ETF 5M 8K –
ISHARES TR SELECT DIVID ETF 242K 2K –
ISHARES TR CORE US AGGBD ET 2M 23K –
ISHARES TR S&P 100 ETF 4M 15K –
ISHARES TR CORE DIV GRWTH 3M 56K –
ISHARES TR AGENCY BOND ETF 3M 28K –
ISHARES TR PFD AND INCM SEC 235K 7K –
ITRON INC COM 322K 3K –
JABIL INC COM 489K 4K –
JANUS HENDERSON GROUP PLC ORD SHS 800K 24K –
JOHNSON & JOHNSON COM 710K 5K –
JPMORGAN CHASE & CO. COM 1M 6K –
KROGER CO COM 299K 6K –
L3HARRIS TECHNOLOGIES INC COM 203K 903 –
LEIDOS HOLDINGS INC COM 421K 3K –
LENNAR CORP CL A 557K 4K –
LINDE PLC SHS 509K 1K –
LOWES COS INC COM 439K 2K –
MANULIFE FINL CORP COM 1M 46K –
MARATHON PETE CORP COM 301K 2K –
MATSON INC COM 362K 3K –
MCDONALDS CORP COM 656K 3K –
MCKESSON CORP COM 358K 613 –
MEDTRONIC PLC SHS 519K 7K –
MERCK & CO INC COM 719K 6K –
MERITAGE HOMES CORP COM 277K 2K –
META PLATFORMS INC CL A 228K 451 –
MGIC INVT CORP WIS COM 1M 62K –
MICROSOFT CORP COM 4M 8K –
MONDELEZ INTL INC CL A 237K 4K –
MORGAN STANLEY COM NEW 376K 4K –
MOTOROLA SOLUTIONS INC COM NEW 550K 1K –
MUELLER INDS INC COM 612K 11K –
MURPHY USA INC COM 468K 997 –
NETAPP INC COM 465K 4K –
NEXTERA ENERGY INC COM 449K 6K –
NORFOLK SOUTHN CORP COM 205K 953 –
NORTHEAST BK LEWISTON ME COM 858K 14K –
NUCOR CORP COM 235K 1K –
NVIDIA CORPORATION COM 5M 37K –
OLD REP INTL CORP COM 278K 9K –
ORGANON & CO COMMON STOCK 321K 15K –
OSHKOSH CORP COM 469K 4K –
OTTER TAIL CORP COM 329K 4K –
OWENS CORNING NEW COM 879K 5K –
PACCAR INC COM 417K 4K –
PEPSICO INC COM 576K 3K –
PHILLIPS 66 COM 343K 2K –
PROCTER AND GAMBLE CO COM 347K 2K –
PRUDENTIAL FINL INC COM 205K 2K –
RADIAN GROUP INC COM 734K 24K –
REINSURANCE GRP OF AMERICA I COM NEW 935K 5K –
RESIDEO TECHNOLOGIES INC COM 403K 21K –
RTX CORPORATION COM 340K 3K –
RYDER SYS INC COM 874K 7K –
SCORPIO TANKERS INC SHS 980K 12K –
SELECT SECTOR SPDR TR ENERGY 1M 15K –
SELECT SECTOR SPDR TR SBI INT-UTILS 2M 25K –
SELECT SECTOR SPDR TR FINANCIAL 505K 12K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 12M 82K –
SELECT SECTOR SPDR TR SBI MATERIALS 3M 29K –
SELECT SECTOR SPDR TR TECHNOLOGY 11M 47K –
SELECT SECTOR SPDR TR SBI CONS STPLS 4M 53K –
SELECT SECTOR SPDR TR INDL 5M 37K –
SNAP ON INC COM 243K 930 –
SPDR GOLD TR GOLD SHS 10M 49K –
SPDR S&P 500 ETF TR TR UNIT 16M 30K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 223K 417 –
SPDR SER TR S&P 600 SMCP VAL 529K 7K –
SPDR SER TR PRTFLO S&P500 GW 34M 419K –
SPDR SER TR S&P 600 SMCP GRW 428K 5K –
SPDR SER TR PRTFLO S&P500 VL 32M 667K –
SPDR SER TR PORT MTG BK ETF 655K 30K –
SPDR SER TR PORTFOLIO S&P400 18M 352K –
SPDR SER TR S&P 400 MDCP VAL 892K 12K –
SPDR SER TR S&P 400 MDCP GRW 845K 10K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 545K 13K –
STEEL DYNAMICS INC COM 863K 7K –
STIFEL FINL CORP COM 367K 4K –
STRIDE INC COM 336K 5K –
TANGER INC COM 235K 9K –
TAYLOR MORRISON HOME CORP COM 542K 10K –
TD SYNNEX CORPORATION COM 206K 2K –
TEXAS INSTRS INC COM 211K 1K –
THE CIGNA GROUP COM 372K 1K –
UFP INDUSTRIES INC COM 320K 3K –
UNION PAC CORP COM 302K 1K –
UNITEDHEALTH GROUP INC COM 1M 3K –
VALERO ENERGY CORP COM 1M 6K –
VANECK ETF TRUST SEMICONDUCTR ETF 283K 1K –
VANGUARD INDEX FDS TOTAL STK MKT 1M 5K –
VANGUARD INDEX FDS MID CAP ETF 1M 4K –
VANGUARD INDEX FDS S&P 500 ETF SHS 441K 881 –
VANGUARD INDEX FDS LARGE CAP ETF 2M 7K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 333K 2K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 16M 131K –
VANGUARD WORLD FD MEGA GRWTH IND 577K 2K –
VIATRIS INC COM 783K 74K –
VISA INC COM CL A 408K 2K –
WEATHERFORD INTL PLC ORD SHS 542K 4K –
ZEVRA THERAPEUTICS INC COM NEW 49K 10K –