# PENOBSCOT WEALTH MANAGEMENT

PENOBSCOT WEALTH MANAGEMENT of PORTLAND, ME is an SEC-registered investment adviser.

## Registration

- CRD: 286211
- Type: SEC-registered investment adviser
- SEC file number: 801-108988
- Location: ONE MONUMENT SQUARE, SUITE 501, PORTLAND, ME, 04101
- Phone: (207) 990-1901
- Latest filing: 2026-04-27
- Regulatory AUM: $544.5M
- Discretionary AUM: $544.0M
- Non-discretionary AUM: $507K
- Clients: 12
- Accounts: 1,811

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| James Edgar Bradley | CHIEF INVESTMENT OFFICER | — |
| Craig Arthur Joncas | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Hannah Marie Tackett | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| TACKETT JEANNE MARIE | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| BRADLEY JAMES EDGAR | CHIEF EXECUTIVE OFFICER; CHIEF INVESTMENT OFFICER | — |
| JONCAS CRAIG ARTHUR | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BANGOR | ME | 3 | (207) 990-1901 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286211/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286211/similar
- Related entities: https://search.stillhousedata.com/firm/286211/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286211

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.