Means Wealth Management

Overview

Means Wealth Management is an SEC registered investment adviser based in Bangor, ME, registered since 2015. It reports $1.6B in assets under management across 3,520 accounts, with 24 employees. It has 14 investment adviser representatives.

Reported AUM

$1.6B

Discretionary

89%

Accounts

3,520

Average account

$453K

Employees

24

Advisory reps

14

Registered since

2015

Jurisdictions

13

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Periodicals or Newsletters

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 4

• Paul Banwell Means President CRD 330815
• Dawn Ann Hatch Chief Compliance Officer, Director of Finance and Administration CRD 7354127
• Erin Leigh Barry Chief Financial Officer CRD 7121420

1 more executive officer, with direct contact details

Advisory reps 3 of 14

• Eric Ord Baker Investment Adviser Rep CRD 7031831
• Erin Leigh Barry Investment Adviser Rep CRD 7121420
• David Allen Cust Investment Adviser Rep CRD 5169748

11 more advisory reps, with emails, phones and branch locations

Location

Headquarters

802 Stillwater Ave
Bangor, ME 04401

County

Penobscot

Metro area

Bangor, ME

Region

Northeast

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: meanswealth.com

Every state, with registration dates

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