← Directory
MEANS WEALTH MANAGEMENT
Legal name: MEANS INVESTMENT CO., INC.
CRD 2748File 801-80992
APPROVED
Retail clients
Filing as of Jul 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.59B
Top 25% of cohort (national)
Discretionary AUM
$1.42B
Non-discretionary $177.6M
Clients
1,375
3,520 accounts
Employees
24
Top 10% of cohort in ME
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 19, 2015
- Principal office
- 802 STILLWATER AVE., BANGOR, ME, 04401-3614
- Phone
- 1-207-947-6763
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.59B
- Discretionary AUM
- $1.42B
- Non-discretionary AUM
- $177.6M
- Discretionary accounts
- 3,447
- Non-discretionary accounts
- 73
- Total accounts
- 3,520
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 34 | $31.1M |
| Charitable organizations | 16 | $43.4M |
| High net worth individuals | 394 | $1.09B |
| Pension and profit sharing plans | 20 | $107.9M |
| State or municipal government entities | Fewer than 5 | $916K |
| Individuals (other than high net worth individuals) | 908 | $320.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — PROVIDE FINANCIAL & EXIT PLANNING SVCS FOR A NEGOTIATED FEE
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.