Key facts
- MEANS WEALTH MANAGEMENT is a other based in BANGOR, ME.
- MEANS WEALTH MANAGEMENT reports $625K in regulatory assets under management across 1 private fund, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 2748- Regulatory AUM
- $625K
- Private fund assets
- $8.2M
- Private funds
- 1 · 1 other
- Staff
- 24
- Registered office
- BANGOR, ME
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as MEANS INVESTMENT CO., INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for MEANS WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is MEANS WEALTH MANAGEMENT's AUM?
- MEANS WEALTH MANAGEMENT manages approximately $625K in assets.