MEANS WEALTH MANAGEMENT

MEANS WEALTH MANAGEMENT of BANGOR, ME is an SEC-registered investment adviser (CRD 2748). Regulatory assets under management: $1.6B.

Registration

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Pensions, Corporations, Investment cos, Other.

Officers, owners & control persons (11)

NameRoleLocation
Dawn Ann HatchCHIEF COMPLIANCE OFFICER & DIRECTOR OF FINANCE AND ADMINISTRATION; CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGERBangor, ME
Paul Banwell MeansCHAIRMAN—
Zachary Paul MeansPRESIDENT—
Erin Leigh BarryCHIEF EXECUTIVE OFFICER—
WOODBURY ERIC GEORGECCO—
DUDLEY JOHN RUSSELLCHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER (+1 more)—
MEANS PAUL BANWELLCHAIRMAN; PRESIDENT; PRESIDENT, CFO, FINOP—
MEANS ZACHARY PAULCEO; PRESIDENT; VICE PRESIDENT—
WILLETTE RYAN PAULCHIEF OPERATIONS OFFICER—
barry erin leighCHIEF EXECUTIVE OFFICER; CHIEF FINANCIAL OFFICER—
Hatch Dawn AnnCHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER—

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