Means Wealth Management

Means Wealth Management (CRD# 2748) is a financial advisory firm headquartered in Bangor, ME. They manage $976,990,954 in 3,038 accounts and serve the financial needs of clients across 12 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
    977
    MILLION
  • Total Number of Accounts
    3,038
    ACCOUNTS
  • Average Account Value
    $321,590
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Means Wealth Management
Showing 11 - 12 of 12 top financial advisors.
11
Thomas Herlihy, financial advisor Bangor ME
Thomas J. Herlihy
CRD#: 7497199
802 Stillwater Ave., Bangor, ME 04401

Thomas Herlihy (CRD# 7497199) is an Investment Advisor Representative working at Means Wealth Management in Bangor, ME and has over 2 years of experience in the finance industry.

12
Chad Kelley, financial advisor Bangor ME
Chad W. Kelley
CRD#: 7853304
802 Stillwater Ave., Bangor, ME 04401

Chad Kelley (CRD# 7853304) is an Investment Advisor Representative working at Means Wealth Management in Bangor, ME and has 1 year 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.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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