Greenville, SC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Means Wealth Management
Team
Firm-wide stats for Means Wealth Management
Clients per advisor
100 Very HighAvg AUM per client
$1,083,918 TypicalHNW client ratio
30% TypicalAbout
Means Wealth Management provides advisory services to individuals, high‑net‑worth clients, trusts, estates, non‑profit organizations, corporations and other business entities, and it also serves as investment professional to qualified employer retirement plans and an investment club. Its services include discretionary and non‑discretionary portfolio management, integrated financial planning for ongoing clients, limited standalone financial planning, and exit planning for business owners.
The firm implements model portfolios using both active and passive strategies and customizes allocations based on client demographics, objectives, and risk tolerance, and it may engage third‑party sub‑advisers for all or a portion of client assets. For eligible clients the firm can implement more complex strategies — including options and the use of margin — and provides ongoing monitoring with quarterly reporting and electronic account access through its reporting platform and designated custodians.
Distinctive features include ongoing advisory relationships with a pooled vehicle (an investment club) and the disclosure that one or more supervised persons participate in private real estate investment vehicles in which clients may also be invested, subject to compliance review and disclosure. The firm also provides project‑based exit planning that can result in post‑liquidity asset management and automates filing of class‑action recoveries for clients through a third‑party service that retains a portion of any recovery.
Based on Means Wealth Management
Location
325 Augusta Street
Greenville SC 29601
Advisors at this office
5
Advisors at this office
David M
Series 66
Greenville, SC
Means Wealth Management
David Means is a financial advisor at Means Wealth Management with 22 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for six years before joining Means Wealth Management in 2016. Means Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, nonprofits, corporations, and qualified employer retirement plans. The firm employs both active and passive investment strategies, customizes portfolios based on client profiles, and offers specialized services such as exit planning and investment club management.
Jamie S
CFP®, ChFC®, Series 63, Series 65
Greenville, SC
Means Wealth Management
Jamie Stone is a CFP® and ChFC® with 22 years of experience in the financial services industry. He has worked at Means Wealth Management since 2022 and previously held roles at Mercer Global Advisors Inc. from 2015 to 2022. He is based in Greenville, SC, and holds Series 63 and Series 65 licenses. Means Wealth Management serves individuals, high-net-worth clients, trusts, estates, non-profit organizations, corporations, and qualified employer retirement plans. The firm uses a combination of active and passive model portfolios tailored to client needs and offers specialized services including exit planning and investment management for pooled vehicles such as an investment club.
Eric B
Series 66
Greenville, SC
Means Wealth Management
Eric Baker is a financial advisor with Means Wealth Management in Greenville, SC, holding a Series 66 designation and seven years of industry experience. Prior to joining Means Wealth Management, he worked at LPL Financial and Atlas Financial Group, and spent nine years at CT Distributing. Means Wealth Management provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, nonprofits, corporations, and retirement plans. The firm employs both active and passive investment strategies, customized to client needs, and offers services such as portfolio management, financial planning, and exit planning for business owners.
Alexander M
Series 66
Greenville, SC
Means Wealth Management
Alexander Means is a financial advisor at Means Wealth Management with 14 years of industry experience. He holds the Series 66 designation and has worked at Means Wealth Management since 2017, with prior experience at Advantage Investment Management LLC and LPL Financial. Outside of his advisory role, he is a partner in a real estate investment LLC focused on buying, selling, and renting residential properties. Means Wealth Management provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, non-profit organizations, corporations, and qualified retirement plans. The firm uses both active and passive investment strategies tailored to client objectives and risk tolerance and offers comprehensive financial planning along with specialized services such as exit planning for business owners.
Karen O
CFA®, Series 63
Greenville, SC
Means Wealth Management
Karen Oeser is a CFA® charterholder with 12 years of industry experience. She joined Means Wealth Management in 2024 and has prior experience at Hart Capital Management, Inc. Karen owns Elevarte Capital LLC dba East Light Investments, where she manages investor communications for a multi-family real estate portfolio. Means Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, non-profit organizations, corporations, and qualified retirement plans. The firm uses a combination of active and passive strategies tailored to client goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with integrated financial planning and exit planning services.
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