MEANS WEALTH MANAGEMENT

RIASEC RegisteredEst. 2015

Total AUM

$1.6B

Discretionary

$1.4B

89% of AUM

Avg account

$453K

Accounts

3,520

Employees

Advisory reps

Firm details

Headquarters: BANGOR, Maine
CRD number: 2748
Registered since: February 19, 2015
Website: www.meanswealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI68.38%
Individuals20.12%
Pension & Profit Sharing Plans6.77%
Charitable Organizations2.72%
Corporations / Businesses1.95%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Means Wealth Management is an independent, SEC-registered registered investment adviser incorporated as a corporation and owned by an individual. The firm has been registered with the SEC since 2015 and serves both individual/family and institutional clients. Its advisory services span financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting, and client education through periodicals and seminars. Fee arrangements include percentage-of-AUM billing alongside hourly and other fee structures. The firm reports it is not an active ESG investor and is not designated as a multi-state adviser. Means Wealth Management is not identified as a capital allocator.