Aries Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, ME. Its latest Form ADV filing, dated March 19, 2026, reports $659M in regulatory assets under management, 6 employees, and 497 accounts.
Assets Under Management
$659M
Employees
6
Offices
--
Total Clients
164
Primary office
PORTLAND, ME
70 CENTER STREET, 2ND FLOOR, PORTLAND, ME, United States
Top client segmentHNWI represent 81.1% of total clients.
Top client categories% of clientsClients
1
HNWI
81.1%
133
2
Individuals
18.9%
31
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$659Mas of March 19, 2026
Discretionary100.0%
$659M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$659M
Total Accounts497
10Y AUM Change+$483M (+275.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee27:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.