Measured Wealth Private Client Group, Llc
- Regulatory AUM
- $528M
- Discretionary
- $528M
- Clients
- 638
- Avg AUM / client
- $828K
- Accounts
- 1,399
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 502 | $133M | 25.2% |
| High net worth individuals | 131 | $364M | 68.8% |
| Pension and profit sharing plans | 4 | $30.8M | 5.83% |
| Corporations and other businesses | 1 | $421K | 0.08% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edward Heath Benway | Chief Compliance Officer/Managing Member/President | Apr 2014 (12y) | 75% or more | |
| Edward Robert Miller | Chief Investment Officer | CFA | Jun 2021 (5y) | Less than 5% |
| Jay H Levy | Registered representative | CFP | Jan 2017 (10y) | |
| David Bruce Mcnamee | Registered representative | CFP | Jan 2018 (9y) | |
| John Duncan Black | Registered representative | Apr 2020 (6y) | ||
| George Zaharopoulos | Registered representative | CFP | Mar 2024 (2y) | |
| Alejandra Borge | Registered representative | Jul 2024 (2y) | ||
| Victoria Halinski Gibbs | Registered representative | CFP Chartered Financial Consultant | Jan 2025 (2y) | |
| Joseph Tyndale Neff | Registered representative | CFP | Nov 2025 (1y) | |
| Kelly Foss Root | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $518M (98% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $34.0M (13% of AUM) Nov 2019
- Fidelity Distributors Company Llc $5.6M (2% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗