Zachary Paul Means
Investment adviser representative at Means Wealth Management
17 yearsExperience
2 statesRegistered in
$1.6BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Means Wealth ManagementOct 2011 to now
- Means Investment Co., Inc.Jul 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (ME, TX).
Means Wealth Management
Legal name: Means Investment Co., Inc.
$1.6BAssets managed
1,375Clients
13Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5002275
- Firm CRD
- 2748