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 registered investment adviser organized as a corporation and controlled by an individual owner. The firm has been SEC-registered since 2015 and serves both individual & family clients and institutional clients. Its advisory remit includes financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting services, publication of periodicals/newsletters, and educational seminars and workshops. The firm charges fees on a percentage-of-AUM basis and also uses hourly and other fee arrangements. Means Wealth Management does not position itself as a capital allocator and is not identified as an active ESG investor.