MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

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Measured Wealth Private Client Group is based out of Portsmouth. Measured Wealth Private Client Group is a large advisory firm with 827 clients and discretionary assets under management (AUM) of $251,017,149 (Form ADV from 2019-04-29). Their last reported 13F filing for Q3 2019 included $154,683,000 in managed 13F securities and a top 10 holdings concentration of 55.02%. Measured Wealth Private Client Group's largest holding is SPDR S&P 500 Growth ETF with shares held of 577,005. Whalewisdom has at least 7 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $154.683 Million
  • Prior Market Value $173.202 Million
  • New Purchases19 stocks
  • Additional Purchases16 stocks
  • Sold out of86 stocks
  • Reduced holdings in72 stocks
  • Top 10 Holdings % 55.02 %
  • Turnover % [1]:78.36%
  • Turnover Alt % [2]: 51.85 %
  • Time Held Top20:2.50 quarters
  • Time Held Top10:2.60 quarters
  • Time Held All:3.07 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -0.13%
Performance Last 4 Quarters: 1.88%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
303 ISLINGTON STREET
PORTSMOUTH NH    03801
Country: United States

Business Phone: 603-431-1444
Fax: 603-431-1445
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NH
Number of employees: 13
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 827
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

ownership team - last updated 2019-04-29
Name Title Start Date Direct/Indirect % Ownership
BENWAY, EDWARD, HEATH CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/PRESIDENT 04/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE COMMONWEALTH GROUP, INC MANAGING MEMBER indirect 2008-02-01
MEASURED WEALTH PRIVATE CLIENT GROUP - SOUTH, LLC CHIEF COMPLIANCE OFFICER direct 2014-06-01
MEASURED WEALTH PRIVATE CLIENT GROUP - SOUTH, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2014-06-01
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC CHIEF COMPLIANCE OFFICER/MANAGING MEMBER direct 2014-04-01

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
BENWAY, EDWARD, HEATH CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/PRESIDENT 04/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE COMMONWEALTH GROUP, INC MANAGING MEMBER indirect 2008-02-01
MEASURED WEALTH PRIVATE CLIENT GROUP - SOUTH, LLC CHIEF COMPLIANCE OFFICER direct 2014-06-01
MEASURED WEALTH PRIVATE CLIENT GROUP - SOUTH, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2014-06-01
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC CHIEF COMPLIANCE OFFICER/MANAGING MEMBER direct 2014-04-01

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

ownership team - last updated 2018-04-13
Name Title Start Date Direct/Indirect % Ownership
BENWAY, EDWARD, HEATH CHIEF COMPLIANCE OFFICER/MANAGING MEMBER 04/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE COMMONWEALTH GROUP, INC MANAGING MEMBER indirect 2008-02-01
MEASURED WEALTH PRIVATE CLIENT GROUP - SOUTH, LLC CHIEF COMPLIANCE OFFICER direct 2014-06-01
MEASURED WEALTH PRIVATE CLIENT GROUP - SOUTH, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2014-06-01
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC CHIEF COMPLIANCE OFFICER/MANAGING MEMBER direct 2014-04-01

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