Means Wealth Management

Asset Manager SEC-registered adviser

Legal name: Means Investment Co., Inc.

Bangor, ME Website LinkedIn

AUM

$1.6B
Regulatory AUM

Private funds

1
Other 1

Private fund assets

$8.2M
Gross asset value

Employees

24

Last Form D raise

—

From SEC Form ADV filing (filed Sep 14, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

D
Dawn Hatch
Chief Compliance Officer & Director of Finance and Administration
Source: SEC Form ADV
E
Erin Barry
Chief Executive Officer
Source: SEC Form ADV
P
Paul Means
Chairman
Source: SEC Form ADV
Z
Zachary Means
President
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Penobscot Associates, IncOther$8.2M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
2748
SEC file number
801-80992
CIK
701516

Sources