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Chairman · Means Wealth Management

Paul B. Means

CRD 330815 · 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 Paul B. Means on its Form ADV as Chairman, a control person.

Firms and roles

AtlasMembers

Paul’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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

  • Zachary P. MeansPresident, Means Wealth Management
  • Erin L. BarryChief Executive Officer, Means Wealth Management
  • Dawn A. HatchChief Compliance Officer & Director of Finance and Administration, 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 Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.