$1.6B Total AUM
$1.4B Disc. AUM
20.3% 3Y CAGR
24 Employees
1,375 ADV. Clients
54 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Timber catalystPrime
- Established Date
- 11-01-1971
- Office Locations
- 2
Office Locations
325 Augusta Street Greenville SC
802 Stillwater Ave. Bangor ME
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.
Team overview
49 AVG AGE
$106.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
6.6 yrs AVG TENURE
24 Employees
15 Advisory Reps
15 RIA Reps
54yrs Firm Age
Insights
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Asset Classes
Summit capital
Client Personas
Bridge vertex Pioneer
Custodian
Vertex pioneer Zenith Insight Optima Insight
Investment Themes
Delta Prime Bridge Signal unison Foundation oak Atlas
Investment Vehicles
Vector fusion
Platform
Quantum north
Services
Optima Meridian Vector Alpha Quantum Matrix Value Frontier timber Zenith Vector beacon
Technology
Delta ember Zenith
Owner & Executives
ZACHARY PAUL MEANS
President
- CRD
- #5002275
- Ownership
- 75% or more
(818) 475-9327
focus.oak@optimacapital.com
in linkedin.com/in/vital-peak
PAUL BANWELL MEANS
Chairman, President
- CRD
- #330815
- Ownership
- 25% but less than 50%
(455) 863-6190
value.legacy@vertexcapital.com
in linkedin.com/in/catalyst-catalyst
I
Insight radial
Element optima
- CRD
- #70310
- Ownership
- 5.7%
(316) 781-8790
signal.beacon@matrixcapital.com
in linkedin.com/in/delta-prime
Showing 2 of 4 owners & executives
Unlock allContacts
ERIC Ord BAKER
Financial Advisor
- CRD
- #7031831
(398) 908-5544
prime.pathway@glaciercapital.com
in linkedin.com/in/focus-unison
DAVID ALLEN CUST
Financial Advisor, General Partner
- CRD
- #5169748
(705) 822-5794
zenith.peak@peakcapital.com
in linkedin.com/in/vector-peak
H
Harbor momentum
Focus delta
- CRD
- #29182
(339) 403-3933
matrix.delta@ridgecapital.com
in linkedin.com/in/fusion-bridge
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
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Separately Managed Accounts
Total SMA Asset: $1,594,606,299
Public Funds:
16.1% Equity - Exchange:
18.2% U.S. Government/Agency:
22.9% Cash:
34.7% Other:
8.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $650,402,832 | 16.1% |
| Equity - Exchange | $735,237,984 | 18.2% |
| U.S. Government/Agency | $925,107,134 | 22.9% |
| Cash | $1,401,799,892 | 34.7% |
| Other | $327,221,300 | 8.1% |
| Total | $4,039,769,142 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER MOMENTUM | DELTA OPTIMA | GNNMW64X8 | SBNAO | 7.98% | $83,471,795 |
| CREST SIGNAL | QUANTUM TIMBER | WCZT1NYF5 | OPAJJ | 8.15% | $10,107,873 |
| RADIAL NORTH | SUMMIT CATALYST | W09U0S61H | WPYC | 7.97% | $111,786,596 |
| EAGLE TIMBER CATALYST | FOCUS ATLAS | 27ZYQZDCL | TLLSV | 5.12% | $31,999,925 |
| ELEMENT QUANTUM GLACIER | SUMMIT WAVE | UR7LRCNBT | TEMT | 9.81% | $8,821,515 |
| MERIDIAN ZENITH | WAVE NORTH | AKXNE1PQN | OJBZ | 6.49% | $45,346,466 |
| CATALYST CAPITAL BRIDGE | UNISON HORIZON | HI6CSKC6D | LMG | 10.22% | $23,200,774 |
| OPTIMA HORIZON RADIAL | ELEMENT CATALYST | EH753CPZE | ETE | 2.48% | $60,811,020 |