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| Aries Wealth Management LLC
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|---|---|
| CRD # | 175477 |
| SEC # | 801-86180 |
| CIK # | 0001729515 |
| AUM | 658.6 M (2026-03-19) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 207-536-0530 |
| Address | 70 Center Street Portland, ME 04101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.9 | ||
| Microsoft Corp | 13.3 | ||
| Caterpillar Inc | 12.5 | ||
| Alphabet Inc | 9.4 | ||
| Amazon Com Inc | 9.1 | ||
| Wal Mart Stores Inc | 6.8 | ||
| Facebook Inc | 6.3 | ||
| Johnson & Johnson | 6.2 | ||
| SPDR Gold Trust | 6.0 | ||
| J P Morgan Chase & Co | 5.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 8.9 |
| (b) Individuals (high net worth individuals) | 133 | 558.5 |
| (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 | 2.4 |
| (h) Charitable organizations | 0 | 20.7 |
| (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 | 68.1 |
| (n) Other | 0 | 0.0 |
| Total | 497 | 658.6 |
| By Discretionary | ||
| Discretionary | 497 | 658.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 497 | 658.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.1 | |
| United States Persons | 648.5 | |
| Total | 497 | 658.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001729515] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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|
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|
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