Aries Wealth Management

Trust Score 86%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.


Aries Wealth Management, federally registered in 2015, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 3 advisors. Aries Wealth Management manages $170.0 million and provides investment advisory services for 75 clients (1:25 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $2,267,261
Hybrid Advisor No
Disciplinary History No
Total AUM $170.0 million
Advisor / Client Ratio 1:25
Headquarters Portland, ME
SEC Filings Forms and Brochures    (CRD # 175477)
State(s) Registered ME, MA, NH

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