Aries Wealth Management, LLC
Aries Wealth Management, LLC is an SEC-registered wealth manager in Portland, ME with $658.6M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Aries Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 175477, SEC 801-86180, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $658.6M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Portland, ME
- Employees
- 6
- Clients
- 164
- CRD
- 175477
- Ownership
- VIOLA, JASON, GREGORY; LATHAM, LAURIE, VIRGINIA; DAIGNEAULT, MATTHEW, EDWARD DAHLGREN; VIOLA, JASON, G
How much AUM does Aries Wealth Management, LLC have?
Aries Wealth Management, LLC reported $658.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Aries Wealth Management, LLC?
Disclosed owners and executives of Aries Wealth Management, LLC include VIOLA, JASON, GREGORY, LATHAM, LAURIE, VIRGINIA, DAIGNEAULT, MATTHEW, EDWARD DAHLGREN, VIOLA, JASON, G. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.