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Measured Wealth Private Client Group, LLC CRD 170442
$528M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Islington Street, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Power 10 Advisory Partners (Northwestern Mutual) | Boston | MA | 09/2022 | 12/2024 |
| Atlantic Benefit Group (Northwest Mutual) | Boston | MA | 05/2008 | 09/2022 |
| Measured Wealth Private Client Group, Llc | Portsmouth | NH | 01/2025 | Present |
Licensed independent insurance agent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-06-12 |
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