Measured Wealth Private Client Group, LLC
● SEC registered since 2014CRD 170442SEC# 801-80056Rye, NH
Reg. AUM
$528.3M
Employees
14
Accounts
1,399
Location
Rye, NH
About Measured Wealth Private Client Group
Measured Wealth Private Client Group provides personalized guidance and strategic planning for families and small business owners. It helps clients navigate financial complexity with integrity-focused advice aimed at each client's ideal financial future.
Summary based on the firm’s website.
Measured Wealth Private Client Group, LLC assets under management
Measured Wealth Private Client Group, LLC operates as an SEC-registered investment adviser based in Rye, NH. The firm has been registered since 2014. It reports $528.3 million in regulatory assets under management and employs 14 people.
Measured Wealth Private Client Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Heath Benway Control | Managing Member/President | Over 75% | 2014 |
| Edward Robert Miller Control | Chief Investment Officer | Under 5% | 2021 |
| Lori Ann Weston Control | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Measured Wealth Private Client Group, LLC manage?
Measured Wealth Private Client Group, LLC reports $528.3 million in regulatory assets under management on its Form ADV.
How many employees does Measured Wealth Private Client Group, LLC have?
Measured Wealth Private Client Group, LLC reports 14 employees.
Where is Measured Wealth Private Client Group, LLC located?
Measured Wealth Private Client Group, LLC is based in Rye, NH and has been SEC-registered since 2014.
Does Measured Wealth Private Client Group, LLC disclose fund performance?
Measured Wealth Private Client Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14 Sagamore Road, Rye, NH 03870 |
| Phone | 603-431-1444 |
| Fax | 603-431-1445 |
| Office hours | 8:00 a.m. - 5:00 p.m. Est |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1720235 |
| Discloses disciplinary history | No |
Regulatory AUM
$528.3M▲ 14%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,369 advisers
EmployeesTop 32%
More than 68% of 16,804 advisers
Assets under management
$528.3Mregulatory AUM
Discretionary $528.3MNon-discretionary $32K