Means Wealth Management

Means Wealth Management (CRD# 2748) is a financial advisory firm headquartered in Bangor, ME. They manage $743,799,162 in 2,817 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
802 Stillwater Ave., Bangor, ME 04401
https://www.youtube.com/user/meanswealthmanagemen
By the Numbers
  • Total Assets Under Management
    744
    MILLION
  • Total Number of Accounts
    2,817
    ACCOUNTS
  • Average Account Value
    $264,039
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NC, NH, NY, SC, TX, VA, WA

Financial Advisors at Means Wealth Management
Showing 1 - 10 of 11 top financial advisors.
1
Eric Baker, financial advisor Bangor ME
Eric O. Baker
CRD#: 7031831
802 Stillwater Ave., Bangor, ME 04401

Eric Baker (CRD# 7031831) is an Investment Advisor Representative working at Means Wealth Management in Bangor, ME and has over 4 years of experience in the finance industry.

2
David Cust, financial advisor Bangor ME
David A. Cust
CRD#: 5169748
802 Stillwater Ave., Bangor, ME 04401

David Cust (CRD# 5169748) is an Investment Advisor Representative working at Means Wealth Management in Bangor, ME and has over 17 years of experience in the finance industry.

3
John Dudley, financial advisor Bangor ME
John R. Dudley
CRD#: 4410559
802 Stillwater Ave., Bangor, ME 04401

John Dudley (CRD# 4410559) is an Investment Advisor Representative working at Means Wealth Management in Bangor, ME and has over 15 years of experience in the finance industry.

4
Wesley Leighton, financial advisor Bangor ME
Wesley E. Leighton
CRD#: 6460784
802 Stillwater Ave., Bangor, ME 04401

Wesley Leighton (CRD# 6460784) is an Investment Advisor Representative working at Means Wealth Management in Bangor, ME and has over 8 years of experience in the finance industry.

5
Alexander Means, financial advisor Bangor ME
Alexander M. Means
CRD#: 5983148
802 Stillwater Ave., Bangor, ME 04401

Alexander Means (CRD# 5983148) is an Investment Advisor Representative working at Means Wealth Management in Bangor, ME and has over 11 years of experience in the finance industry.

6
David Means, financial advisor Greenville SC
David G. Means
CRD#: 4790453
325 Augusta Street, Greenville, SC 29601

David Means (CRD# 4790453) is an Investment Advisor Representative working at Means Wealth Management in Greenville, SC and has over 18 years of experience in the finance industry.

7
Paul Means, financial advisor Bangor ME
Paul B. Means
CRD#: 330815
802 Stillwater Ave., Bangor, ME 04401

Paul Means (CRD# 330815) is an Investment Advisor Representative working at Means Wealth Management in Bangor, ME and has over 21 years of experience in the finance industry.

8
Zachary Means, financial advisor Bangor ME
Zachary P. Means
CRD#: 5002275
802 Stillwater Ave., Bangor, ME 04401

Zachary Means (CRD# 5002275) is an Investment Advisor Representative working at Means Wealth Management in Bangor, ME and has over 13 years of experience in the finance industry.

9
Jamie Stone, financial advisor Greenville SC
Jamie T. Stone
CRD#: 4452178
325 Augusta Street, Greenville, SC 29601

Jamie Stone (CRD# 4452178) is an Investment Advisor Representative working at Means Wealth Management in Greenville, SC and has over 21 years of experience in the finance industry. Jamie Stone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Erin Barry, financial advisor Bangor ME
Erin L. Barry
CRD#: 7121420
802 Stillwater Avenue, Bangor, ME 04401

Erin Barry (CRD# 7121420) is an Investment Advisor Representative working at Means Wealth Management in Bangor, ME and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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