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- Custodian
- Charles Schwab & Company · Inspira Financial Trust · LLC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-20-2019
- Office Locations
- 1
Office Locations
About Measured Financial
Measured Financial is a California-based advisor focused on goal-based financial advising and retirement planning, including portfolio management, asset allocation, debt management, wealth management and asset protection. The firm highlights expanding client portfolios with alternative approaches beyond traditional stock-market exposure and also allocates SMA assets to ETFs and public funds. Securities are offered through Whitehall-Parker Securities (FINRA/SIPC).
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 3 advisory representatives and 257 clients, or 85.7 clients per representative. That equates to $263.6K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on February 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Measured Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ERIC J CHMIELEWSKI
Advisor, Chief Compliance Officer, Managing Member, Owner
- CRD
- #6323297
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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ALEXANDER M GIBBS
Financial Advisor
- CRD
- #7069599
Steven Louis Sanders
Advisor, Owner
- CRD
- #5135416
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $67,740,000 | -- |
| Total | $67,740,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Measured Financial has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.