Measured Wealth Private Client Group, LLC

Overview

Measured Wealth Private Client Group, LLC is an SEC registered investment adviser based in Portsmouth, NH, registered since 2014. It reports $528M in assets under management across 1,399 accounts, with 14 employees. It has 10 investment adviser representatives.

Reported AUM

$528M

Discretionary

100%

Accounts

1,399

Average account

$378K

Employees

14

Advisory reps

10

Registered since

2014

Jurisdictions

11

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Edward Heath Benway Managing Member, President CRD 2224897
• Edward Robert Miller Chief Investment Officer CRD 6384865
• Lori Ann Weston Chief Compliance Officer CRD 2596946

Advisory reps 3 of 10

• Edward Heath Benway Insurance Agent · Investment Adviser Rep CRD 2224897
• John Duncan Black Investment Adviser Rep CRD 1574605
• Alejandra Borge Investment Adviser Rep CRD 7267216

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

303 Islington St
Portsmouth, NH 03801

County

Rockingham

Metro area

Boston-Cambridge-Newton, MA-NH

Region

Northeast

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: measuredwealth.net

Every state, with registration dates

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