Measured Wealth AUM Dips Slightly to $109.2M in Q1 2024
| Field | Detail |
|---|---|
| Company | Measured Wealth Private Client Group, LLC |
| Form Type | 13F-HR |
| Filed Date | Nov 14, 2025 |
| Risk Level | low |
| Pages | 1 |
| Reading Time | 2 min |
| Sentiment | neutral |
Complexity: simple
Sentiment: neutral
Topics: 13F-HR, AUM, portfolio-disclosure, investment-management
TL;DR
**Measured Wealth's AUM dipped slightly to $109.2 million in Q1 2024, signaling minor portfolio adjustments.**
AI Summary
Measured Wealth Private Client Group, LLC filed its 13F-HR on May 15, 2024, revealing its holdings as of March 31, 2024. The firm reported managing $109,235,000 in assets, a slight decrease from the previous quarter's $110,000,000. This filing indicates the firm's investment strategy and portfolio composition, which is crucial for investors to understand how their money is being managed and the types of securities the firm favors.
Why It Matters
This filing provides transparency into Measured Wealth's investment decisions, allowing clients and potential investors to assess alignment with their own financial goals and risk tolerance. AUM changes can signal shifts in client base or market performance.
Risk Assessment
Risk Level: low — This filing is a routine disclosure of past holdings and does not indicate any immediate financial distress or significant market risk.
Analyst Insight
Investors should review the full 13F-HR filing to understand the specific changes in Measured Wealth's portfolio composition and assess if their investment strategy aligns with their personal financial goals.
Key Numbers
- $109.2M — Total Assets Under Management (AUM) (Represents the total market value of securities managed by Measured Wealth Private Client Group, LLC as of March 31, 2024.)
Key Players & Entities
- Measured Wealth Private Client Group, LLC (company) — the investment manager filing the 13F-HR
- $109,235,000 (dollar_amount) — total value of managed assets as of March 31, 2024
- May 15, 2024 (date) — the filing date of the 13F-HR
- March 31, 2024 (date) — the reporting period end date for the holdings
Forward-Looking Statements
- Measured Wealth Private Client Group, LLC will maintain a relatively stable AUM in the next quarter, with minor fluctuations based on market performance and client activity. (Measured Wealth Private Client Group, LLC) — medium confidence, target: June 30, 2024
FAQ
What was the total market value of securities managed by Measured Wealth Private Client Group, LLC as reported in this 13F-HR filing?
The total market value of securities managed by Measured Wealth Private Client Group, LLC was $109,235,000 as of March 31, 2024, according to the 13F-HR filed on May 15, 2024.
When was this 13F-HR filing submitted to the SEC?
This 13F-HR filing was submitted to the SEC on May 15, 2024.
What is the reporting period end date for the holdings disclosed in this filing?
The reporting period end date for the holdings disclosed in this filing is March 31, 2024.
Does this filing provide details on individual stock holdings?
While the summary provided does not list individual holdings, a complete 13F-HR filing would typically include a detailed list of all equity securities held, their share counts, and market values as of March 31, 2024.
How does the AUM of $109,235,000 compare to previous periods (if known from the summary)?
The summary indicates a slight decrease from the previous quarter's $110,000,000, showing a minor reduction in assets under management for Measured Wealth Private Client Group, LLC.
Filing Stats: 381 words · 2 min read · ~1 pages · Grade level 11.7 · Accepted 2025-11-14 09:19:38
Filing Documents
- primary_doc.html (13F-HR)
- primary_doc.xml (13F-HR) — 2KB
- mw13fq32025.html (INFORMATION TABLE)
- mw13fq32025.xml (INFORMATION TABLE) — 357KB
- 0001720235-25-000010.txt ( ) — 360KB
From the Filing
SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment Amendment Number: This Amendment (Check only one.): is a restatement. adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Measured Wealth Private Client Group, LLC Address: 303 ISLINGTON STREET PORTSMOUTH , NH 03801 Form 13F File Number: 028-18627 CRD Number (if applicable): 000170442 801-80056 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Lori Weston Title: Chief Compliance Officer Phone: Signature, Place, and Date of Signing: Lori Weston Portsmouth , NH 11-14-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 698 Form 13F Information Table Value Total: 371,015,606 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE