Wealth Manager
    SEC Registered
    Manages Private Funds

    Aries Wealth Management, LLC

    Registered investment advisor · Portland, Maine · CRD #175477

    Assets Under Management
    $659M
    Client Accounts
    497
    Employees
    6
    CRD Number
    175477
    Registration
    SEC Registered
    Custodian
    Pershing Advisor Solutions Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Aries Wealth Management, LLC

    Aries Wealth Management, LLC is a privately owned investment advisory firm based in Portland, Maine, established in 2015, offering asset management, portfolio management, and retirement plan consulting.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Aries Wealth Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Aries Wealth Management, LLC's AUM?

    Aries Wealth Management, LLC reports approximately $659M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Aries Wealth Management, LLC headquartered?

    Aries Wealth Management, LLC is headquartered in Portland, Maine.

    What is Aries Wealth Management, LLC's CRD number?

    Aries Wealth Management, LLC's CRD number is 175477. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Aries Wealth Management, LLC manage?

    Aries Wealth Management, LLC manages approximately 497 client accounts according to its latest SEC filing.

    Is Aries Wealth Management, LLC SEC registered?

    Yes, Aries Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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