# Maine Center for Wealth Management, LLC

Maine Center for Wealth Management, LLC is a Multi Family Office based in Augusta, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Augusta, United States
- **Region:** North America
- **Address:** Portland, ME, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 173884
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173884

## About

Maine Center for Wealth Management, LLC is a state-registered investment adviser in Augusta, ME. The firm manages approximately $25 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Planning
- Estate Planning

## Questions

### Does Maine Center for Wealth Management make direct private investments?

The firm does not publicly disclose any direct investment activity. Its publicly stated focus is on portfolio construction using liquid securities, managed through a financial planning lens. No direct private equity or venture capital mandates are evident.

### What types of clients does Maine Center for Wealth Management serve?

The firm targets high-net-worth individuals and families primarily in Maine and northern New England. Its services include financial planning, investment management, and estate planning tailored to multigenerational wealth.

### Can clients choose their own asset allocation at Maine Center for Wealth Management?

Yes, the firm uses a collaborative planning process where client goals dictate asset allocation. Portfolios are built using a mix of ETFs, mutual funds, and direct securities, adjusted for risk tolerance and tax considerations.

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- [Nexus Wealth Management, LLC](https://altss.com/profile/nexus-wealth-management-llc)
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Last updated: 2026-07-06T01:24:20.724Z

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