Form CRS – Customer Relationship Summary

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Means Wealth Form CRS – Updated March 25, 2025

Bangor, Maine

802 Stillwater Avenue

Bangor, ME 04401

207-947-6763

Greenville, South Carolina

325 Augusta Street

Greenville, SC 29601

864-527-5920

Presque Isle, Maine

3 Houlton Road Suite 1

Presque Isle, ME 04769

207-760-7111

Greenwood, South Carolina

104 Maxwell Ave.

Greenwood, SC 29646

864-527-5920

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Form CRS – Customer Relationship Summary
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Means Wealth Management (“Means Wealth”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. The information on this website is provided for general informational purposes only and should not be construed as personalized investment advice, a recommendation, or an offer to buy or sell any security; any opinions expressed are subject to change without notice. Viewing this website, submitting information through this website, or contacting Means Wealth does not create an advisory relationship; an advisory relationship is established only after a prospective client enters into a written advisory agreement with Means Wealth and we have completed any required legal and regulatory steps. Means Wealth provides investment advisory services to residents of states where we are properly registered, notice filed, exempt, or otherwise permitted to do business, and we do not intend to solicit advisory business from any person in any jurisdiction where doing so would be unlawful. Information on this website is believed to be reliable, but Means Wealth makes no representation as to its accuracy, completeness, or timeliness, and it may be outdated or superseded; any links to third-party websites are provided as a convenience only, and Means Wealth does not control, endorse, or assume responsibility for the content, availability, or privacy practices of unaffiliated third parties. Investing involves risk, including the possible loss of principal; past performance is not indicative of future results; and no investment strategy or risk management technique can guarantee returns or eliminate risk in all market environments. Means Wealth does not provide legal or tax advice, and you should consult your attorney and/or tax professional regarding your specific circumstances before implementing any strategy. Please do not send confidential or sensitive information through unsecured email; although we take reasonable measures designed to protect information, electronic communications may not be secure, may be subject to interception, and may not be delivered in a timely manner.

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