Means Wealth Management
Bangor, ME·SEC-registered · CRD #2748
Means Wealth Management is an SEC-registered investment advisory firm in Bangor, ME managing $1.6B across 3.6k client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
3.6k
Advisory staff
15
Fee model
Fee-only
How Means Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Means Wealth Management
How much does Means Wealth Management manage?
Per its most recent SEC Form ADV filing (03/13/2026), Means Wealth Management reports $1.6B in regulatory assets under management across roughly 3.6k client accounts.
How does Means Wealth Management charge?
Means Wealth Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Means Wealth Management a fiduciary?
Yes. Means Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #2748), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Means Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Means Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Means Wealth Management's public SEC Form ADV filing (CRD #2748, filed 03/13/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Means Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Means Wealth Management? Claim this profile.