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| Aries Wealth Management LLC
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| |
|---|---|
| CRD # | 175477 |
| SEC # | 801-86180 |
| CIK # | 0001729515 |
| AUM | $426.1 MM (2024-03-07) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 207-536-0530 |
| Address | 70 Center Street Portland, ME 04101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 19.6 | |
| MSFT | 1,918,222.4 | 15.1 | |
| AMZN | 1,092,997.8 | 7.9 | |
| CAT | 99,975.7 | 6.0 | |
| XOM | 385,508.3 | 5.5 | |
| GOOGL | 1,475,138.5 | 5.2 | |
| HD | 277,648.0 | 5.0 | |
| META | 434,852.0 | 4.7 | |
| JNJ | 465,600.2 | 4.6 | |
| WMT | 335,434.5 | 4.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 8.2 |
| (b) Individuals (high net worth individuals) | 154 | 399.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.8 |
| (h) Charitable organizations | 0 | 17.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 557 | 426.1 |
| By Discretionary | ||
| Discretionary | 553 | 421.9 |
| Non-Discretionary | 4 | 4.2 |
| Total | 557 | 426.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.8 | |
| United States Persons | 416.4 | |
| Total | 557 | 426.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001729515] |
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