Wesley
Leighton

Means Wealth Management

CRD#6460784
Investment Advisor
in Bangor, ME

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About this Advisor

Wesley Leighton is a financial advisor based in Bangor, Maine, working with Means Wealth Management. Wesley has previously held positions at Retired and Means Wealth Management. Wesley has passed the Series 66 regulatory exam and is registered to provide services in Maine. Currently, Wesley is part of Means Wealth Management, which operates out of Bangor, Maine. The firm has 4 offices and 20 employees. The firm manages assets totaling $977.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, publication of newsletters, educational seminars, and other services. The fee structure at Means Wealth Management includes asset-based, hourly, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

802 Stillwater Ave.
Bangor, ME 04401-3614

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Means Wealth Management Brokerage Details

Total Assets Under Management

$976,990,954

ME Average: $618,328,769
Total Number of Employees

20

ME Average: 10
Total Number of Accounts

3,038

ME Average: 975
Average Account Size

$321,590

ME Average: $634,183

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Wesley Leighton Work History

2015 - Present (9 years)

Means Wealth Management

2013 - 2015 (2 years)

Retired

Disclosures

Please visit the SEC profile of Wesley Leighton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Means Wealth Management

Erin Barry
Bangor, ME
Jamie Stone
Greenville, SC
Chad Kelley
Bangor, ME
Wesley Leighton
Bangor, ME
Alexander Means
Bangor, ME
John Dudley
Bangor, ME
Thomas Herlihy
Bangor, ME
Eric Baker
Bangor, ME

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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