Aries Wealth Management, LLC
● SEC registered since 2015CRD 175477SEC# 801-86180Portland, ME
Reg. AUM
$658.6M
Employees
6
Accounts
497
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 $658.6 million in regulatory assets under management and employs 6 people.
Aries Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Gregory Viola Control | Managing Member & Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Aries Wealth Management, LLC manage?
Aries Wealth Management, LLC reports $658.6 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
| Address | 70 Center Street, 2nd Floor, Portland, ME 04101 |
| Phone | 207-536-0530 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1729515 |
| Discloses disciplinary history | No |
Regulatory AUM
$658.6M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$658.6Mregulatory AUM
Discretionary $658.6M