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Zachary Paul Means

Means Wealth Management

Bangor, ME

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Current Employers
Means Wealth Management

802 Stillwater Ave., Bangor, ME 04401-3614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-05-21
ME RA APPROVED 2011-10-28
  • TX RA
    APPROVED_RES
    Since 2020-05-21
  • ME RA
    APPROVED
    Since 2011-10-28

Branch Locations

802 Stillwater Ave., Bangor, ME 04401-3614 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Means Investment Co., Inc. Bangor ME 07/2009 09/2021
Means Investment Co, Inc. Bangor ME 09/2021 Present
  • 07/2009 → 09/2021
    Means Investment Co., Inc.
    Bangor, ME
  • 09/2021 → Present
    Means Investment Co, Inc.
    Bangor, ME
Other Businesses

Owner; W&E Moosehead Holdings, LLC; investment related: No; Location: 373 CEDAR BREEZE NORTH GLENBURN ME 04401 United States; Description of the business: Holding company for camp located on Moosehead Lake.; Responsibilities Duties: Operate RE holding company.; Start date with business: 2018-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1. Director; Machias Savings Bank; investment related: Yes; Location: 4 Center St Machias Maine 04654 USA; Description of the business: Banking institution in the state of Maine. Roughly 2B in assets.; Responsibilities Duties: Oversee strategy and compliance of the bank; Start date with business: 2018-04-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 16; Percentage of total yearly compensation expected to be derived from the business: 1. Owner; Means Holdings, LLC; investment related: No; Location: 802 Stillwater Ave Bangor ME 04401 United States; Description of the business: Holding company for RE rented by Means; Responsibilities Duties: Oversee operations; Start date with business: 2022-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 2; Limited Partner of Inyarek Partners, LP; Investment related: Yes; Location: Boston, MA; Start date: 2023-09-22; Percentage of total yearly compensation expected to be derived from the business: 2. Member; Penobscot Associates; Investment related: Yes; Location: NA Bangor Maine 04401 United States; Description of the business: Investment club; Responsibilities Duties: Participant in investment committee and club; Start date with business: 2015-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0. Passive Investor - Alex & Bart Angel Fund; Investment related: Yes; Location: Sheridan, Wyoming; Start date: 2022-02-21; Percentage of total yearly compensation expected to be derived from the business: 0. Owner; 938 Pushaw, LLC; investment related: No; Location: 938 Pushaw Road, Glenburn, Maine 04401 United States; Description of the business: Holding company for RE; Responsibilities Duties: Owner; Start date with business: 2025-07-30; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 1;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-15
S63 Uniform Securities Agent State Law Examination 2010-05-27
  • S65 Uniform Investment Adviser Law Examination
    2011-03-15
  • S63 Uniform Securities Agent State Law Examination
    2010-05-27

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