This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- American Funds ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-1971
- Office Locations
- 2
Office Locations
About Means Wealth Management
Means Wealth Management is a fee-only RIA and fiduciary (est. 1935) serving individuals and families as well as businesses, nonprofits, and endowments. The firm pairs financial planning with customized portfolio management and provides employer retirement plan advisory focused on plan compliance and employee education. Custody includes Fidelity/NFS.
Reported data analysis
What the numbers show
Between November 12, 2025 and August 24, 2026, reported AUM increased 22.0%, from $1.3B to $1.6B.
Across 5 reported observations, AUM increased 85.4% between November 2, 2022 and August 24, 2026, from $860.3M to $1.6B.
Of the latest reported AUM, 88.9% is discretionary and 11.1% is non-discretionary.
The firm reports 15 advisory representatives and 1,375 clients, or 91.7 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 2 reported office locations and 54 years in operation. The source data was last updated on August 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Means Wealth Management's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Means Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ZACHARY PAUL MEANS
President
- CRD
- #5002275
- Ownership
- 75% or more
PAUL BANWELL MEANS
Chairman, President
- CRD
- #330815
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
ERIC Ord BAKER
Financial Advisor
- CRD
- #7031831
DAVID ALLEN CUST
Financial Advisor, General Partner
- CRD
- #5169748
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,417,050,432 | $411,097 |
| Non-Discretionary | $177,555,867 | $2,432,272 |
| Total | $1,594,606,299 | $453,013 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Means Wealth Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Means Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.