Allocator Index · CRD 175477

ARIES WEALTH MANAGEMENT, LLC

Portland, ME · 207-536-0530 · linkedin.com/company/arieswealthllc

SEC IAPD record ↗

Fit score

54

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

133

Other individuals

31

HNW assets

$558.5M

Total AUM

$658.6M

Employees

6

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.