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Measured Wealth Private Client Group, LLC

Measured Wealth Private Client Group, LLC. CRD 170442

Measured Wealth Private Client Group, LLC logo

CRD: 170442

Measured Wealth Private Client Group, LLC

Portsmouth, NH, 03801
6034311444
www.measuredwealth.net
$528.3M Total AUM
$528.3M Disc. AUM
5.2% 3Y CAGR
14 Employees
640 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
04-22-2014
Office Locations
4

Office Locations

23 Industrial Park Road Saco ME
303 Islington Street Portsmouth NH
6 B Washington St. Suite 101 Sanford ME

About Measured Wealth Private Client Group, LLC

Measured Wealth is a boutique, technology-enabled wealth management firm serving families, individuals, and small business owners, with particular focus on pre-retirees and retirees. The team provides holistic planning and portfolio management spanning retirement and risk management, insurance, tax planning, and education savings. Client assets are custodied at Charles Schwab, and the firm also produces the Financial Futures Podcast on retirement and investing.

Team overview

50 AVG AGE
$48.0M AVG AUM / ADVISOR
$825.5K AVG AUM / CLIENT
5.3 yrs AVG TENURE
14 Employees
11 Advisory Reps
10 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Meridian catalyst Eagle glacier Prime alpha Delta foundation Crest Insight

Client Personas

Element north Vertex Catalyst

CRM

Foundation peak

Custodian

Meridian foundation Oak insight Momentum Peak Timber Catalyst insight Unison Glacier vital Beacon Value

Fund Managers

Catalyst

Investment Themes

Alpha Foundation Insight North Foundation Vertex Focus vector

Investment Vehicles

Focus Eagle

Platform

Horizon Vital

Services

Foundation alpha Atlas radial Frontier Timber Unison foundation Eagle Unison signal Meridian eagle Foundation north Signal Signal Pioneer Wave matrix

Owner & Executives

EDWARD HEATH BENWAY

EDWARD HEATH BENWAY

Managing Member, President

CRD
#2224897
Ownership
75% or more
(430) 505-3107
north.foundation@deltacapital.com
in linkedin.com/in/pioneer-alpha
EDWARD ROBERT MILLER

EDWARD ROBERT MILLER

Chief Investment Officer

CRD
#6384865
Ownership
Less than 5%
(729) 942-6666
zenith.focus@focuscapital.com
in linkedin.com/in/eagle-horizon
Z

Zenith unison

Momentum ridge zenith

CRD
#60525
Ownership
13.3%
(560) 514-2992
catalyst.pathway@catalystcapital.com
in linkedin.com/in/harbor-pathway

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Contacts

J

JOHN DUNCAN BLACK

Financial Advisor, General Partner

CRD
#1574605
(626) 351-1726
timber.horizon@valuecapital.com
in linkedin.com/in/alpha-quantum
ALEJANDRA BORGE

ALEJANDRA BORGE

Wealth Advisor

CRD
#7267216
(705) 211-8091
pioneer.oak@eaglecapital.com
in linkedin.com/in/pathway-pathway
V

Vector quantum

Matrix pathway summit

CRD
#68449
(744) 672-9448
prime.vertex@primecapital.com
in linkedin.com/in/vertex-vertex

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-06-2022
10-12-2023
10-03-2024
07-10-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $528,309,568 $377,904
Non-Discretionary $32,383 $32,383
Total $528,341,951 $377,657

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Separately Managed Accounts

Total SMA Asset: $528,341,951

$528.3M Total SMA
Public Funds:
26.1%
Equity - Exchange:
28.0%
Cash:
24.5%
Other:
21.4%
Asset class Assets Assets %
Public Funds $1,759,360,548 26.1%
Equity - Exchange $1,887,436,603 28.0%
Cash $1,651,507,028 24.5%
Other $1,442,540,832 21.4%
Total $6,740,845,011 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
HORIZON INSIGHT FRONTIER EAGLE U673NIZ1W DEX 9.65% $81,444,710
PATHWAY SUMMIT RADIAL ATLAS 0AKHU8RH7 JWFCE 9.95% $22,649,492
ZENITH PRIME GLACIER EMBER PEAK UJ7HAU38W TGMU 3.42% $72,603,251
CAPITAL VALUE VECTOR RADIAL MOMENTUM M2RCQA5O8 QLB 4.72% $95,587,374
FUSION FRONTIER PATHWAY FOUNDATION 36UN04TOC LSAA 5.45% $82,823,832
OPTIMA HARBOR PATHWAY DELTA ELEMENT 4N1NZJY2L JGZE 1.78% $9,217,077
PIONEER RADIAL MERIDIAN PEAK L8DG8HGGP TAK 0.79% $107,212,820
DELTA VITAL EMBER LEGACY PEAK ZE37ICHEW GHC 10.33% $83,107,778

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