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Home > Retirement Planners > maine > portland > ARIES WEALTH MANAGEMENT, LLC
ARIES WEALTH MANAGEMENT, LLC
70 Center Street
2nd Floor
Portland, Maine 04101
Tel: 207-536-0530
About ARIES WEALTH MANAGEMENT, LLC
ARIES WEALTH MANAGEMENT, LLC, formally registered with the SEC as ARIES WEALTH MANAGEMENT, LLC. The firm was established in 04/17/2015. They have over 1 offices throughout the country.
ARIES WEALTH MANAGEMENT, LLC is a Portland, Maine based Financial Planning firm with nearly $426,103,505 assets under management, offering retirement planning & investment advisory services to 557 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175477 |
| SEC# | 801-86180 |
| Assets Managed by Firm | $426,103,505 |
| No. of Clients | 557 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 557 | $426,103,505 |
| Individuals (other than high net worth individuals) | 36 | $8,193,533 |
| High net worth individuals | 154 | $399,060,758 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,777,236 |
| Charitable organizations | Fewer than 5 clients | $17,071,978 |
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