LP Profile

Means Wealth Management

Also known as means wealth

Wealth ManagerBangor, United StatesFounded 1935
$860M
Assets Under Management
Bangor
Headquarters
Investment Focus

About Means Wealth Management

Since 1935, individuals, families, businesses, & non-profits have trusted us to build wealth management strategies in support of their goals.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Means Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.6B
Total Clients
3,520
Filing Date
March 13, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Means Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Means Wealth Management?

Means Wealth Management is a wealth manager based in Bangor, United States, managing approximately $860M in assets.

Where is Means Wealth Management headquartered?

Means Wealth Management is headquartered in Bangor, United States.

How much does Means Wealth Management manage?

Means Wealth Management manages approximately $860M in assets under management.

When was Means Wealth Management founded?

Means Wealth Management was founded in 1935.

How can I contact Means Wealth Management?

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