| 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 |
Measured Wealth Private Client Group, LLC reports $464 million in regulatory assets under management on its Form ADV.
Measured Wealth Private Client Group, LLC reports 11 employees.
Measured Wealth Private Client Group, LLC is based in Portsmouth, NH and has been SEC-registered since 2014.
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.
| Address | 303 Islington Street, Portsmouth, NH 03801 |
| 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 |
| Discretionary | $464M |
| Non-discretionary | $19K |
| Total (RAUM) | $464M |