Wealth Manager
    SEC Registered
    Manages Private Funds

    Means Wealth Management

    Registered investment advisor · Bangor, Maine · CRD #2748

    Assets Under Management
    $1.6B
    Client Accounts
    3,520
    Employees
    24
    CRD Number
    2748
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Means Wealth Management

    Means Wealth Management, founded in 1935, is a respected independent investment advisory firm in Maine, offering investment advisory services through partnerships with Fidelity and Orion. They provide customized portfolios and financial planning services. Means Wealth is a registered investment advisor since 2010.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Means Wealth Management

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Means Wealth Management's AUM?

    Means Wealth Management reports approximately $1.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Means Wealth Management headquartered?

    Means Wealth Management is headquartered in Bangor, Maine.

    What is Means Wealth Management's CRD number?

    Means Wealth Management's CRD number is 2748. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Means Wealth Management manage?

    Means Wealth Management manages approximately 3,520 client accounts according to its latest SEC filing.

    Is Means Wealth Management SEC registered?

    Yes, Means Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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