DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
M••••••• W••••• P•••••• C••••• G••••• L••
Latest filing Sep 17, 2026
First filing on the tape Jun 30, 2014 · 44 filings
SEC status approved since Jul 18, 2014
RAUM
$528M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
94%
$497M individuals and HNW
Advisors
10
registered through the firm on IAPD
RAUM per advisor
$52.8M
derived; firm RAUM over IAPD count
Employees
14
11 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
44 filings and snapshots on the tape
RAUM$528M as of Mar 31, 2026
Feb 20, 2015$156M then
HNW client RAUM$364M as of Mar 31, 2026
Mar 30, 2018$109M then
State-registered IARs (5.B.3)10 as of Mar 31, 2026
Feb 20, 20152 then
Employees (5.A)14 as of Mar 31, 2026
Feb 20, 20152 then
Private funds: no history
RAUM +14% over the last fiscal year+11% a year over threeIARs 8 to 10
Practice profile
derived from the filing of Sep 17, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $52.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 63derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.8MderivedHNW RAUM over HNW clients
- Average account
- $377,657derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 5.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 3.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.7%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Wrap fee program
- $35.4MreportedItem 5.I
- Custody
- $457M, 409 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$364M69%
- Individuals$133M25%
- Pension and profit-sharing plans$30.8M5.8%
- Corporations and businesses$421,4200.1%
- Individual clients
- 502reported
- HNW clients
- 131reported
- Pension plan clients
- 4reported
- Charitable clients
- n/areported
- Accounts
- 1,399reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $457M for 409 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
10 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| E••••• H•••• B••••• | Rye, Nh | Apr 22, 2014 | 32 y | 4 |
| J•• H• L•••Certified Financial Planner | Portsmouth, Nh | Jan 10, 2017 | 21 y | 3 |
| D•••• B•••• M••••••Certified Financial Planner | Rye, Nh | Jan 2, 2018 | 36 y | 1 |
| J••• D••••• B•••• | Rye, Nh | Apr 7, 2020 | 39 y | 2 |
| E••••• R••••• M•••••Chartered Financial Analyst | Rye, Nh | Jun 25, 2021 | 12 y | 3 |
| G••••• Z•••••••••Certified Financial Planner | Rye, Nh | Mar 1, 2024 | 22 y | 5 |
| A•••••••• B•••• | Miami, Fl | Jul 1, 2024 | 10 y | 2 |
| V••••••• H••••••• G••••Certified Financial Planner, Chartered Financial Consultant | Rye, Nh | Jan 15, 2025 | 18 y | 0 |
| J••••• T•••••• N•••Certified Financial Planner | Rye, Nh | Nov 12, 2025 | 11 y | 5 |
| K•••• F•••••••• | Rye, Nh | Dec 10, 2025 | 28 y | 5 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- E••• J•••• T••••• to E••••• J••••Feb 12, 2025 · RIA to affiliated broker-dealer or bank
- A••••• J•••• D•••••• to M•••• • C••••• I••Aug 25, 2023 · RIA to affiliated broker-dealer or bank
- A••••• J••••• C••••• to A••••••••• F•••••••• S•••••••• L••Aug 8, 2023 · RIA to affiliated broker-dealer or bank
- J••••• T••••• H••••••• to E•••• S••••••••• L••Apr 27, 2023 · RIA to affiliated broker-dealer or bank
- T•••••• R•••••• H••••••• to F• L• P••••• I••••••••• M••••••••• C••Mar 16, 2022 · RIA to RIA
- T••••••• M••••• S•••••• to A••••••• C•••••• M••••••••• L••Sep 7, 2021 · RIA to RIA
- S•••••• J••• B•••• to T••••• P••••• W••••• M•••••••••Jun 29, 2021 · RIA to RIA
- K••• D••••• P••••• to T•• F•••••••• G••••Sep 20, 2019 · RIA to RIA
- R•••••• L•••• K••••• to S•••••• G•••• W••••• M••••••••• I•••Jul 8, 2019 · RIA to RIA
- C••••••••• H••• S••••• to S• A•••••••• L••May 31, 2018 · Other
Joined, latest
- K•••• F•••••••• from H• B•••• I•••Dec 10, 2025 · Other
- J••••• T•••••• N••• from M•• C•••••• M••••••••• L••Nov 12, 2025 · RIA to RIA
- A•••••••• B•••• from C•••••••• G••••• M•••••• I•••Jul 1, 2024 · Affiliated broker-dealer or bank to independent RIA
- G••••• Z••••••••• from W•••• F•••• A•••••••Mar 1, 2024 · Wirehouse to independent RIA
- J••••• T••••• H••••••• from C••••••• S••••••••• I•••Jan 9, 2023 · Affiliated broker-dealer or bank to independent RIA
- E••• J•••• T••••• from L•• F•••••••• L••Apr 27, 2022 · RIA to RIA
- A••••• J•••• D•••••• from S•• W•••••Mar 23, 2022 · RIA to RIA
- A••••• J••••• C••••• from E•••••••• A•••••••• L••Jan 24, 2022 · Affiliated broker-dealer or bank to independent RIA
- E••••• R••••• M••••• from F•••• P••••••• W•••••• L••Jun 25, 2021 · RIA to RIA
- J••• D••••• B•••• from W•••• F•••• A•••••••Apr 7, 2020 · Wirehouse to independent RIA
- S•••••• J••• B•••• from A••••••••• F•••••••• S•••••••• L••Jun 10, 2019 · Affiliated broker-dealer or bank to independent RIA
- T•••••• R•••••• H••••••• from O• I••••••••• M••••••••• C•Sep 24, 2018 · Affiliated broker-dealer or bank to independent RIA
- D•••• B•••• M•••••• from C•• C•••••• M••••••••• L••Jan 2, 2018 · Other
- C••••••••• H••• S••••• from C••••••• M••••••••• I••••••••• A•••••••• L••Apr 6, 2017 · Other
- J•• H• L••• from S• A•••••••• L••Jan 10, 2017 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••• E•••••• H•••• · Chief Compliance Officer/Managing Member/Presidentcontrolsince 04/2014 · owns 75% or more
- M•••••• E•••••• R••••• · Chief Investment Officercontrolsince 06/2021 · owns less than 5%
Related persons
Schedule D 7.A
- M••••••• W••••• R••• M••••••••• L••real estaten
Advisers that list M••••••• W••••• P•••••• C••••• G••••• L•• as a related person
- 115077 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Rye, Nh · principal | 9 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Fort Lauderdale, FL1 employees
- Saco, ME1 employees
What changed
consecutive filings, newest first
- Financial planning clients · 101-250 to 101-250Mar 31, 2026 to Sep 17, 2026
- HQ city · PORTSMOUTH to RYEMar 31, 2026 to Sep 17, 2026
- Succession · false to unsetMar 31, 2026 to Sep 17, 2026
- Accounts · 1,305 to 1,399Jul 10, 2025 to Mar 31, 2026
- Advisory employees · 8 to 11Jul 10, 2025 to Mar 31, 2026
- Corporate clients · 5 to 1Jul 10, 2025 to Mar 31, 2026
- Individual clients · 457 to 502Jul 10, 2025 to Mar 31, 2026
- Pension plan clients · 5 to 4Jul 10, 2025 to Mar 31, 2026
- Assets in custody · $277M to $457MJul 10, 2025 to Mar 31, 2026
- Employees · 11 to 14Jul 10, 2025 to Mar 31, 2026
- State-registered IARs · 8 to 10Jul 10, 2025 to Mar 31, 2026
- Discretionary RAUM · $464M to $528MJul 10, 2025 to Mar 31, 2026
- HNW RAUM · $322M to $364MJul 10, 2025 to Mar 31, 2026
- Individual RAUM · $112M to $133MJul 10, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $18,921 to $32,383Jul 10, 2025 to Mar 31, 2026
- Pension RAUM · $28.7M to $30.8MJul 10, 2025 to Mar 31, 2026
- RAUM · $464M to $528MJul 10, 2025 to Mar 31, 2026
- Financial planning clients · 101-250 to 101-250Apr 1, 2025 to Jul 10, 2025
- Accounts · 1,313 to 1,305Oct 3, 2024 to Apr 1, 2025
- Corporate clients · unset to 5.0Oct 3, 2024 to Apr 1, 2025
- HNW clients · 106 to 131Oct 3, 2024 to Apr 1, 2025
- Individual clients · 473 to 457Oct 3, 2024 to Apr 1, 2025
- Assets in custody · $132M to $277MOct 3, 2024 to Apr 1, 2025
- Employees · 12 to 11Oct 3, 2024 to Apr 1, 2025
- Discretionary RAUM · $408M to $464MOct 3, 2024 to Apr 1, 2025
- HNW RAUM · $255M to $322MOct 3, 2024 to Apr 1, 2025
- Individual RAUM · $125M to $112MOct 3, 2024 to Apr 1, 2025
- Non-discretionary RAUM · $9,075 to $18,921Oct 3, 2024 to Apr 1, 2025
- Pension RAUM · $26.1M to $28.7MOct 3, 2024 to Apr 1, 2025
- RAUM · $408M to $464MOct 3, 2024 to Apr 1, 2025
- Accounts · 1,357 to 1,313Oct 12, 2023 to Mar 21, 2024
- Advisory employees · 10 to 8Oct 12, 2023 to Mar 21, 2024
- HNW clients · 108 to 106Oct 12, 2023 to Mar 21, 2024
- Individual clients · 493 to 473Oct 12, 2023 to Mar 21, 2024
- Assets in custody · $34.6M to $132MOct 12, 2023 to Mar 21, 2024
- Employees · 14 to 12Oct 12, 2023 to Mar 21, 2024
- State-registered IARs · 11 to 8Oct 12, 2023 to Mar 21, 2024
- Discretionary RAUM · $380M to $408MOct 12, 2023 to Mar 21, 2024
- HNW RAUM · $243M to $255MOct 12, 2023 to Mar 21, 2024
- Individual RAUM · $116M to $125MOct 12, 2023 to Mar 21, 2024
Signals
8 dated events
- E••• J•••• T••••• left M••••••• W••••• P•••••• C••••• G••••• L•• for E••••• J•••• (registered 2025-02-10)Feb 12, 2025 · Advisor changed firm · fact
- A••••• J•••• D•••••• left M••••••• W••••• P•••••• C••••• G••••• L•• for M•••• • C••••• I•• (registered 2023-08-21)Aug 25, 2023 · Advisor changed firm · fact
- A••••• J••••• C••••• left M••••••• W••••• P•••••• C••••• G••••• L•• for A••••••••• F•••••••• S•••••••• L•• (registered 2023-08-04)Aug 8, 2023 · Advisor changed firm · fact
- J••••• T••••• H••••••• left M••••••• W••••• P•••••• C••••• G••••• L•• for E•••• S••••••••• L•• (registered 2024-01-18)Apr 27, 2023 · Advisor changed firm · fact
- Robert Edward Miller (Chief Investment Officer) appeared on Schedule A of M••••••• W••••• P•••••• C••••• G••••• L••Mar 25, 2022 · Control person joined · fact
- T•••••• R•••••• H••••••• left M••••••• W••••• P•••••• C••••• G••••• L•• for F• L• P••••• I••••••••• M••••••••• C•• (registered 2022-04-25)Mar 16, 2022 · Advisor changed firm · fact
- M••••••• W••••• P•••••• C••••• G••••• L•• reported RAUM $395.3M, up 39% from $285.2M (2020-06-26 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- M••••••• W••••• P•••••• C••••• G••••• L•• filed its initial SEC registration (Form ADV)Jun 30, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- i•••@m•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- t•••••@m•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- b••••@m•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- c••@m•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- c••••••@m•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- d•••••@m•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- n••••••@m•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- m•••••••••@m•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 207-636-7068reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 603-334-5371reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 603-219-3534reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/measured-wealth-private-client-group-llreportedpublic record, Form ADV, Sep 18, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $52.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026