Data / Investment advisers / Maine / Means Wealth Management
Means Wealth Management, Bangor, ME: $1.6 billion AUM, SEC registered investment adviser
Means Wealth Management is an SEC registered investment adviser with its main office in Bangor, Maine and reports $1.6 billion in regulatory assets under management in its Form ADV filed September 14, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and other fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 2748
- SEC file number
- 801-80992
- SEC status
- Approved, effective February 19, 2015
- Legal name
- Means Investment Co., Inc.
- Main office
- 802 Stillwater Ave., Bangor, ME 04401
- Phone
- (207) 947-6763
- Regulatory AUM
- $1,594,606,299 in the Form ADV filed September 14, 2026
- Discretionary AUM
- $1,417,050,432
- Non discretionary AUM
- $177,555,867
- Accounts
- 3,520
- Employees
- 24, of which 15 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, other fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $8,205,458
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 394 | $1.09 billion |
| Individuals (other than high net worth individuals) | 908 | $320.8 million |
| Pension and profit sharing plans | 20 | $107.9 million |
| Charitable organizations | 16 | $43.4 million |
| Corporations or other businesses | 34 | $31.1 million |
| State or municipal government entities | 3 | $915,771 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.59 billion | March 13, 2026 |
| December 1, 2025 | $1.31 billion | November 12, 2025 |
Other advisers in Maine
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| R M Davis Inc | Portland | $8.15 billion | Not listed | adviserinfo.sec.gov |
| Greenbacker Capital Management LLC | Portland | $3.14 billion | 4 | adviserinfo.sec.gov |
| Portland Global Advisors LLC | Portland | $1.17 billion | Not listed | adviserinfo.sec.gov |
| Headinvest | Portland | $891.8 million | Not listed | adviserinfo.sec.gov |
| Great Diamond Partners, LLC | Portland | $804.1 million | Not listed | adviserinfo.sec.gov |
| Old Port Advisors | Portland | $782.8 million | Not listed | adviserinfo.sec.gov |
| Fow Partners, LP | Portland | $747.3 million | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maine
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Means Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.