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PENOBSCOT FINANCIAL ADVISORS

PENOBSCOT WEALTH MANAGEMENT

CRD 286211 · SEC 801-108988

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ONE MONUMENT SQUARE, SUITE 501, PORTLAND, ME, 04101, United States

Phone

(207) 990-1901

Fax

877-369-2947

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$544.5M

Discretionary AUM

$544.0M

Team

12 total employees; 7 advisory reps; 28 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals369$146.3M
High net worth individuals193$396.9M

States served

VT, AZ, CA, ME, MA, NY, NC, PA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD