PENOBSCOT WEALTH MANAGEMENT
Legal name: PENOBSCOT FINANCIAL ADVISORS
CRD #286211 SEC #801-108988 PORTLAND, ME (207) 990-1901
SEC Registered
Total AUM
$434.5M
Discretionary
$425.1M
Employees
11
Clients
--
Accounts
1,925
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maine
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 7, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TACKETT, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TACKETT, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TACKETT, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TACKETT, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TACKETT, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TACKETT, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TACKETT, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TACKETT, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TACKETT, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TACKETT, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TACKETT, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TACKETT, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TACKETT, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TACKETT, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TACKETT, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TACKETT, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TACKETT, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF INVESTMENT OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF INVESTMENT OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF INVESTMENT OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF INVESTMENT OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF INVESTMENT OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF INVESTMENT OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF INVESTMENT OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF INVESTMENT OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF INVESTMENT OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF INVESTMENT OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF INVESTMENT OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF INVESTMENT OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF INVESTMENT OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF INVESTMENT OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF INVESTMENT OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF INVESTMENT OFFICER | D | Control |
| BRADLEY, JAMES, EDGAR | I | CHIEF INVESTMENT OFFICER | D | Control |
| JONCAS, CRAIG, ARTHUR | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | CHIEF EXECUTIVE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | CHIEF EXECUTIVE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | CHIEF EXECUTIVE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | CHIEF EXECUTIVE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | CHIEF EXECUTIVE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | CHIEF EXECUTIVE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | CHIEF EXECUTIVE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | CHIEF EXECUTIVE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | CHIEF EXECUTIVE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | CHIEF EXECUTIVE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | CHIEF EXECUTIVE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | CHIEF EXECUTIVE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | CHIEF EXECUTIVE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | CHIEF EXECUTIVE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | CHIEF EXECUTIVE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | CHIEF EXECUTIVE OFFICER | C | Control |
| JONCAS, CRAIG, ARTHUR | I | CHIEF EXECUTIVE OFFICER | C | Control |
Registrations
Federal
IA
Jul 7, 2025 REGISTERED
Notice Filings (12)
AZ CA CT FL MA ME NC NH NY PA TX VT
Address
ONE MONUMENT SQUARESUITE 501
PORTLAND, ME 04101
United States
Phone: (207) 990-1901