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Aries Wealth Management, LLC

● SEC registered since 2015CRD 175477SEC# 801-86180Portland, ME
Export (members)
Reg. AUM
$530.7M
Employees
6
Accounts
593
Location
Portland, ME

Aries Wealth Management, LLC assets under management

Aries Wealth Management, LLC is an investment advisory firm registered with the SEC based in Portland, ME. The firm has been registered since 2015. It reports $530.7 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/arieswealthllcView on SEC.gov ↗

Aries Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jason Gregory Viola ControlManaging Member & Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Aries Wealth Management, LLC manage?

Aries Wealth Management, LLC reports $530.7 million in regulatory assets under management on its Form ADV.

How many employees does Aries Wealth Management, LLC have?

Aries Wealth Management, LLC reports 6 employees.

Where is Aries Wealth Management, LLC located?

Aries Wealth Management, LLC is based in Portland, ME and has been SEC-registered since 2015.

Does Aries Wealth Management, LLC disclose fund performance?

Aries Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address70 Center Street, 2nd Floor, Portland, ME 04101
Phone207-536-0530
Office hours9 a.m. To 5 p.m.
SEC regionBoston Regional Office (BRO)
CIK1729515
Discloses disciplinary historyNo

Assets under management

Discretionary$530M
Non-discretionary$751K
Total (RAUM)$530.7M