Chief Compliance Officer & Director of Finance and Administration · Means Wealth Management
Dawn A. Hatch
CRD 7354127 · Named on Form ADV at one SEC-registered adviser
At a glance
Means Wealth Management, an SEC-registered wealth manager based in Bangor, ME with $1.6 billion in regulatory assets, lists Dawn A. Hatch on its Form ADV as Chief Compliance Officer & Director of Finance and Administration, a control person.
Firms and roles
- Means Wealth ManagementChief Compliance Officer & Director of Finance and AdministrationWealth manager · Bangor, ME · $1.6B in regulatory assets
AtlasMembers
Dawn’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Paul B. MeansChairman, Means Wealth Management
- Zachary P. MeansPresident, Means Wealth Management
- Erin L. BarryChief Executive Officer, Means Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dawn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.