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Fund Manager

Means Wealth Management

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MM
Means Wealth Management

Fund Manager

Primary Strategy: Other

Year Founded: 1935

Number of Employees: 22

Ownership: Privately Held

Year End: December

Description

Since 1935, Means Wealth Management has helped families and businesses with their retirement planning and wealth management needs. As a Registered Investment Advisor, we have a fiduciary duty to always act in our clients’ best interest. For individual investors, we believe that your overall financial plan should dictate the way you invest. That’s why our wealth management services incorporate our

Contact

Website: Link to website

LinkedIn: linkedin.com/company/means-wealth-management

Address

802 Stillwater Ave., Bangor, Maine, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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