MEANS INVESTMENT CO., INC.

Legal name: MEANS WEALTH MANAGEMENT

CRD #2748 SEC #801-80992 BANGOR, ME 1-207-947-6763

SEC Registered Private Funds

Total AUM

$1.3B

Discretionary

$1.1B

Employees

Clients

Accounts

3,302

Firm Details

Organization Type: Corporation
State of Formation: Maine
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 12, 2025
Branch Offices: 4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DUDLEY, JOHN RUSSELL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DUDLEY, JOHN RUSSELL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DUDLEY, JOHN RUSSELL	I	SENIOR VICE PRESIDENT, CCO	NA	Control
DUDLEY, JOHN RUSSELL	I	SENIOR VICE PRESIDENT, CCO	NA	Control
DUDLEY, JOHN RUSSELL	I	SENIOR VICE PRESIDENT, CCO	NA	Control
DUDLEY, JOHN RUSSELL	I	SENIOR VICE PRESIDENT, CCO	NA	Control
DUDLEY, JOHN RUSSELL	I	SENIOR VICE PRESIDENT, CCO	NA	Control
DUDLEY, JOHN RUSSELL	I	SENIOR VICE PRESIDENT	NA	Control
DUDLEY, JOHN RUSSELL	I	SENIOR VICE PRESIDENT	NA	Control
DUDLEY, JOHN RUSSELL	I	SENIOR VICE PRESIDENT	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT	NA	Control
DUDLEY, JOHN, RUSSELL	I	SENIOR VICE PRESIDENT	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & DIRECTOR OF FINANCE AND ADMINISTRATION	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & DIRECTOR OF FINANCE AND ADMINISTRATION	NA	Control
Hatch, Dawn, Ann	I	CHIEF COMPLIANCE OFFICER & DIRECTOR OF FINANCE AND ADMINISTRATION	NA	Control
WILLETTE, RYAN, PAUL	I	CHIEF OPERATIONS OFFICER	NA	Control
WILLETTE, RYAN, PAUL	I	CHIEF OPERATIONS OFFICER	NA	Control
WILLETTE, RYAN, PAUL	I	CHIEF OPERATIONS OFFICER	NA	Control
WILLETTE, RYAN, PAUL	I	CHIEF OPERATIONS OFFICER	NA	Control
WILLETTE, RYAN, PAUL	I	CHIEF OPERATIONS OFFICER	NA	Control
WILLETTE, RYAN, PAUL	I	CHIEF OPERATIONS OFFICER	NA	Control
WILLETTE, RYAN, PAUL	I	CHIEF OPERATIONS OFFICER	NA	Control
WILLETTE, RYAN, PAUL	I	CHIEF OPERATIONS OFFICER	NA	Control
WILLETTE, RYAN, PAUL	I	CHIEF OPERATIONS OFFICER	NA	Control
WOODBURY, ERIC GEORGE	I	CCO	NA	Control
WOODBURY, ERIC GEORGE	I	CCO	NA	Control
WOODBURY, ERIC GEORGE	I	CCO	NA	Control
barry, erin, leigh	I	CHIEF FINANCIAL OFFICER	NA	Control
barry, erin, leigh	I	CHIEF FINANCIAL OFFICER	NA	Control
barry, erin, leigh	I	CHIEF FINANCIAL OFFICER	NA	Control
barry, erin, leigh	I	CHIEF FINANCIAL OFFICER	NA	Control
barry, erin, leigh	I	CHIEF FINANCIAL OFFICER	NA	Control
barry, erin, leigh	I	CHIEF FINANCIAL OFFICER	NA	Control
barry, erin, leigh	I	CHIEF FINANCIAL OFFICER	NA	Control
barry, erin, leigh	I	CHIEF FINANCIAL OFFICER	NA	Control
barry, erin, leigh	I	CHIEF FINANCIAL OFFICER	NA	Control
barry, erin, leigh	I	CHIEF FINANCIAL OFFICER	NA	Control
barry, erin, leigh	I	CHIEF FINANCIAL OFFICER	NA	Control
barry, erin, leigh	I	CHIEF FINANCIAL OFFICER	NA	Control
barry, erin, leigh	I	CHIEF FINANCIAL OFFICER	NA	Control
barry, erin, leigh	I	CHIEF FINANCIAL OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
barry, erin, leigh	I	CHIEF EXECUTIVE OFFICER	NA	Control
MEANS, PAUL BANWELL	I	PRESIDENT	E	Control
MEANS, PAUL BANWELL	I	PRESIDENT	E	Control
MEANS, PAUL BANWELL	I	PRESIDENT, CFO, FINOP	E	Control
MEANS, PAUL BANWELL	I	PRESIDENT, CFO, FINOP	E	Control
MEANS, PAUL BANWELL	I	PRESIDENT, CFO, FINOP	E	Control
MEANS, PAUL BANWELL	I	PRESIDENT, CFO, FINOP	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	E	Control
MEANS, ZACHARY PAUL	I	CEO	D	Control
MEANS, ZACHARY PAUL	I	CEO	D	Control
MEANS, ZACHARY PAUL	I	CEO	D	Control
MEANS, ZACHARY PAUL	I	CEO	D	Control
MEANS, ZACHARY PAUL	I	CEO	D	Control
MEANS, ZACHARY PAUL	I	CEO	D	Control
MEANS, ZACHARY PAUL	I	CEO	D	Control
MEANS, ZACHARY PAUL	I	CEO	D	Control
MEANS, ZACHARY PAUL	I	CEO	D	Control
MEANS, ZACHARY PAUL	I	CEO	D	Control
MEANS, ZACHARY PAUL	I	CEO	D	Control
MEANS, ZACHARY PAUL	I	CEO	D	Control
MEANS, ZACHARY PAUL	I	CEO	D	Control
MEANS, ZACHARY PAUL	I	CEO	D	Control
MEANS, ZACHARY PAUL	I	CEO	D	Control
MEANS, ZACHARY PAUL	I	CEO	D	Control
MEANS, ZACHARY PAUL	I	CEO	D	Control
MEANS, ZACHARY PAUL	I	CEO	D	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	D	Control
MEANS, ZACHARY, PAUL	I	PRESIDENT	D	Control
MEANS, PAUL BANWELL	I	PRESIDENT, CFO, FINOP	C	Control
MEANS, PAUL BANWELL	I	PRESIDENT	C	Control
MEANS, PAUL BANWELL	I	PRESIDENT	C	Control
MEANS, PAUL BANWELL	I	PRESIDENT	C	Control
MEANS, PAUL BANWELL	I	PRESIDENT	C	Control
MEANS, PAUL BANWELL	I	PRESIDENT	C	Control
MEANS, PAUL BANWELL	I	PRESIDENT	C	Control
MEANS, PAUL BANWELL	I	PRESIDENT	C	Control
MEANS, PAUL BANWELL	I	PRESIDENT	C	Control
MEANS, PAUL BANWELL	I	PRESIDENT	C	Control
MEANS, PAUL BANWELL	I	PRESIDENT	C	Control
MEANS, PAUL BANWELL	I	PRESIDENT	C	Control
MEANS, PAUL BANWELL	I	PRESIDENT	C	Control
MEANS, PAUL BANWELL	I	PRESIDENT	C	Control
MEANS, PAUL BANWELL	I	PRESIDENT	C	Control
MEANS, PAUL BANWELL	I	PRESIDENT	C	Control
MEANS, PAUL BANWELL	I	PRESIDENT	C	Control
MEANS, PAUL BANWELL	I	PRESIDENT	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, PAUL, BANWELL	I	CHAIRMAN	C	Control
MEANS, ZACHARY PAUL	I	VICE PRESIDENT	C	Control
MEANS, ZACHARY PAUL	I	VICE PRESIDENT	C	Control
MEANS, ZACHARY PAUL	I	VICE PRESIDENT	C	Control
MEANS, ZACHARY PAUL	I	VICE PRESIDENT	C	Control
MEANS, ZACHARY PAUL	I	VICE PRESIDENT	C	Control
MEANS, ZACHARY PAUL	I	VICE PRESIDENT	C	Control

Registrations

Federal

Nov 12, 2025 REGISTERED

Notice Filings (13)

CA FL GA LA MA ME NC NH NY SC TX VA WA

Address

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

Phone: 1-207-947-6763