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ARIES WEALTH MANAGEMENT, LLC
CRD 175477 · SEC 801-86180
70 CENTER STREET, 2ND FLOOR, PORTLAND, ME, 04101, United States
Phone
207-536-0530
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$658.6M
Discretionary AUM
$658.6M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $8.9M |
| High net worth individuals | 133 | $558.5M |
States served
CA, ME, MA, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD