Means Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Bangor, ME. Its latest Form ADV filing, dated March 13, 2026, reports $1.6B in regulatory assets under management, 24 employees, 5 offices, and 3,520 accounts.
Top client segmentIndividuals represent 66.0% of total clients.
Top client categories% of clientsClients
1
Individuals
66.0%
908
2
HNWI
28.7%
394
3
Corporations
2.5%
34
4
Pension Plans
1.5%
20
5
Charitable
1.2%
16
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 13, 2026
Discretionary88.9%
$1.4B
89% of total RAUM88.9%
Non-discretionary11.1%
$178M
11% of total RAUM11.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.6B
Total Accounts3,520
10Y AUM Change+$1.4B (+647.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee57:1
10Y Employee Change+16 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.