Aries Wealth Management, LLC
Firm details
- Headquarters
- Portland, Maine
- CRD number
- 175477
- Registered since
- April 17, 2015
- Website
- www.arieswealthllc.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.8%
- Corporations / Businesses10.33%
- Charitable Organizations3.15%
- Individuals1.35%
- Pension & Profit Sharing Plans0.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Aries Wealth Management, LLC is an independent registered investment adviser formed as an LLC and SEC-registered since 2015. The firm serves primarily individual and family clients and charges fees based on a percentage of assets under management. Its advisory services list financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Aries reports an industry affiliation with accounting professionals. The firm does not position itself as a capital allocator and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds44%
- Exchange Traded Equities39%
- US Government Bonds7%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds4%
Contacts
3 of 4Victoria Morin
Client Relationship ManagerCRD 7379942
Micah Davis-Johnson
Wealth AdvisorCRD 7007681
Jason Viola
President & FounderCRD 4115594
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$295M in ETFs
98%
$288M
2%
$7.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $22.5M | 260,784 | 7.60% |
Location
Portland, ME
Cumberland
Location
Portland, ME
Headquartered in Portland, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.
- Metro area
- Portland-Lewiston-South Portland, ME
- Region
- Northeast
- County
- Cumberland
- Address
- 70 Center St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
FOW Partners, LP
RIAPortland, ME
Bigelow Investment Advisors, LLC
RIAPortland, ME
Old Port Advisors
RIAPortland, ME
Penobscot Financial Advisors
RIAPortland, ME
Great Diamond Partners, LLC
RIAPortland, ME
Headinvest
RIAPortland, ME