CRD: 173884
Maine Center FOR Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-02-2015
- Office Locations
- 1
Office Locations
About Maine Center FOR Wealth Management, LLC
Maine Center for Wealth Management, LLC is a Maine-licensed RIA and insurance business entity delivering fiduciary wealth management and insurance guidance for retail clients. It builds client-specific portfolios using individual stocks and bonds, mutual funds and ETFs, cash, and no-load variable annuities, and reviews life, long-term care and existing annuity products. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 61 clients, or 61 clients per representative. That equates to $416.9K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
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- Technology
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Owner & Executives
CRAIG ANTHONY STEVENS
Financial Consultant, President
- CRD
- #5894600
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,433,207 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,433,207 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Maine Center FOR Wealth Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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