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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 | 2025-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newday Solutions, Llc | Hampton | NH | 03/2019 | 10/2020 |
| Renzo Gracie Nh | Exeter | NH | 09/2017 | 07/2018 |
| Northeastern Fence | Saugus | NH | 05/2015 | 01/2017 |
| Crescent Wealth Partners | Sarasota | FL | 09/2019 | 08/2022 |
| Mid Atlantic Financial Management, Inc. | Pittsburgh | PA | 09/2019 | 08/2022 |
| Newedge Advisors, Llc | New Orleans | LA | 11/2021 | 08/2022 |
| Mai Capital Management, Llc | New Castle | PA | 04/2024 | 08/2025 |
| The Wealth Consulting Group | New Castle | PA | 08/2022 | 04/2024 |
| Treloar & Heisel | New Castle | PA | 08/2022 | 04/2024 |
| Newday Solutions, Llc | Hampton | NH | 01/2017 | 03/2019 |
| Measured Wealth Private Client Group, Llc | Portsmouth | NH | 08/2025 | Present |
Renzo Gracie New Hampshire - Group and Private Martial Arts Instructor -Non-investment related- Spends 24 hours a month, none during trading hours - 20 Rockingham Road, Windham, NH 03087-1309 - Started 07/21. Seacoast Community Church - Financial Director/Treasurer - in a non-investment decision-making role - Religious Organization. Less than 5% of time. No compensation - 387 Lafayette Rd, Portsmouth, NH - started 05/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-02 |
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