Measured Wealth Private Client Group, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

170442

SEC number

801-80056

Firm type

RIA

Assets under management

$528.3M as of Mar 31, 2026

Website

www.measuredwealth.net ↗

Phone

603-431-1444

Address

303 Islington Street, Portsmouth, NH, 03801

Advisors at this firm

10 in our index · page 1 of 1

• Edward Heath BenwayCRD 2224897 · Portsmouth, NH
  IA RegisteredRegistration inactive
• John Duncan BlackCRD 1574605 · Portsmouth, NH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Alejandra BorgeCRD 7267216 · Miami, FL
  IA RegisteredRegistration inactive
• Kelly Foss-RootCRD 3072553 · Saco, ME
  IA RegisteredRegistration inactive
• Victoria Halinski GibbsCRD 5533291 · Portsmouth, NH
  IA RegisteredRegistration inactive
• Jay H LevyCRD 4866495 · Portsmouth, NH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• David Bruce McnameeCRD 3223069 · Sanford, ME
  IA Registered
• Edward Robert MillerCRD 6384865 · Portsmouth, NH
  IA Registered
• Joseph Tyndale NeffCRD 7047011 · Portsmouth, NH
  IA Registered
• George ZaharopoulosCRD 4721155 · Portsmouth, NH
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.