What departments does Means Wealth Management have?

Means Wealth Management has employees across 1 departments including Banking.

What is the largest department at Means Wealth Management?

The largest department at Means Wealth Management is Banking with 2 employees.

Where are Means Wealth Management employees located globally?

Means Wealth Management has employees across 2 continents and 2 countries including Nigeria, United States Of America.

How has Means Wealth Management's team size changed over time?

Means Wealth Management's team has decreased from approximately 13 to 11 employees based on available data.

Learn more at LeadIQ.com

Means Wealth Management Employee Directory

Financial ServicesMaine, United States11-50 Employees

Means Wealth Management is a financial services firm registered as an investment adviser with a fiduciary duty to act in its clients' best interests. For individual investors, the firm blends financial planning with full-service investment portfolio management, aligning investment decisions with an overall financial plan. It also works with businesses, non-profits, and endowments to establish and monitor an Investment Policy that reflects the organization's goals and ensures assets are managed accordingly.

Founded in 1935 and based in Bangor, Maine, the firm serves clients nationwide from offices in Maine and South Carolina, and operates as a small to mid-sized practice. In 2022, Means Wealth Management announced the addition of a Senior Vice President and Financial Advisor, signaling leadership expansion.

Means Wealth Management Global Highlights

North America
31

United States Of America
31

Africa
1

Nigeria
1

Means Wealth Management's Leadership

D. M.
Senior Financial Advisor
Mobile Phone
Email
T. N.
Paraplanner
Mobile Phone
Email
W. L.
Financial Advisor
Mobile Phone
Email
E. B.
Mobile Phone
Email

Means Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Means Wealth Management

Name

Title

Contact

Location

Last Update

D. M.
Senior Financial Advisor
Mobile Phone
Email
Jun 08, 2026
T. N.
Paraplanner
Mobile Phone
Email
Jun 24, 2026
W. L.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024
E. B.
Mobile Phone
Email
May 12, 2026

Frequently Asked Questions

What is Means Wealth Management known for?

Means Wealth Management was founded in 1935 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-800-696-****

. Explore Means Wealth Management's company overview page for more information.

What is Means Wealth Management's most common email format?

Means Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Means Wealth Management email formats with LeadIQ.

How many employees does Means Wealth Management have currently?

Means Wealth Management has approximately 23 employees as of August 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Means Wealth Management's key employees and leadership?

As of August 2026, Means Wealth Management's key employees include:

Senior Financial Advisor: D. M.
Paraplanner: T. N.
Financial Advisor: W. L.
: E. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Means Wealth Management Employee Directory

Find Means Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead