Investment adviser · CRD 2748

MEANS WEALTH MANAGEMENT

Investment adviser filing (IA)

MEANS INVESTMENT CO., INC.

BANGOR, ME, United States · Form ADV filed Sep 14, 2026

Regulatory AUM
$1.59B
Form ADV · Item 5.F
Client accounts
3,520
Accounts, not individual clients
Employees
24
Reported in this filing
Advisory professionals
15
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals394$1,090,418,25768.4%
Individuals908$320,842,82320.1%
Retirement plans20$107,938,6696.8%
Charities16$43,402,8442.7%
Corporations & businesses34$31,087,9351.9%
Government entitiesFewer than 5$915,7710.1%
Filing source

Form ADV 2132549 · Sep 14, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PENOBSCOT ASSOCIATES, INCOther Private Fund · Last reported Sep 14, 2026$8.21MGross asset value
Custodian FIDELITY BROKERAGE SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Fund details & source
Fund ID
805-9402748189
Reported beneficial owners
50
Minimum commitment
$10K

Form ADV 2132549 · Sep 14, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 14, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly

Principal office

802 STILLWATER AVE.
BANGOR, ME, 04401-3614, United States

CRD 2748

Filing source

Form ADV 2132549 · Sep 14, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.