Means Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

2748

SEC number

801-80992

Firm type

RIA

Assets under management

$1.6B as of Mar 13, 2026

Website

www.youtube.com/user/meanswealthmanagemen ↗

Phone

1-207-947-6763

Address

802 Stillwater Ave., Bangor, ME, 04401-3614

Advisors at this firm

15 in our index · page 1 of 1

• Eric Ord BakerCRD 7031831 · Greenville, SC
  IA RegisteredRegistration inactive
• Erin Leigh BarryCRD 7121420 · Bangor, ME
  IA Registered
• David Allen CustCRD 5169748 · Bangor, ME
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• John Russell DudleyCRD 4410559 · Bangor, ME
  IA RegisteredRegistration inactive
• Thomas J HerlihyCRD 7497199 · Bangor, ME
  IA Registered
• Chad William KelleyCRD 7853304 · Bangor, ME
  IA Registered
• Bryce Christopher LausierCRD 8073888 · Bangor, ME
  IA Registered
• Alexander Michael MeansCRD 5983148 · Greenville, SC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• David Gay MeansCRD 4790453 · Greenville, SC
  IA RegisteredRegistration inactive
• Paul Banwell MeansCRD 330815 · Bangor, ME
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Zachary Paul MeansCRD 5002275 · Bangor, ME
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Tinsley Kate NewtonCRD 8204894 · Greenville, SC
  IA Registered
• Karen OeserCRD 2381917 · Greenville, SC
  IA Registered
• Jamie Tabor StoneCRD 4452178 · Greenville, SC
  IA Registered
• Stacey J YoungCRD 7712199 · Bangor, ME
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.