Key facts
- Status: Privately Held (no backing).
Leadership
- Karen OeserPortfolio Manager
- ·Watchlist + deal alerts for Means Wealth Management
- ·The full record, as it builds
Funding rounds
No funding rounds for Means Wealth Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Means Wealth Management
Developer of wealth management and financial planning solutions designed to support financial goals and decision-making. The company specializes in investment management, corporate and non-profit asset management, employer retirement plan advisory services, and financial planning. It operates as a fee-only registered investment advisor (RIA), serving individuals, families, businesses, and non-profits through offices located in Maine and South Carolina.
- Sector
- Financial Services
- HQ
- Bangor, ME, United States
- Employees
- 21
- Website
- meanswealth.com/
- Ownership
- Privately Held (no backing)
Means Wealth Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Means Wealth Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Means Wealth Management in its N-PORT filings yet. We sweep new filings monthly.