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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Aries Wealth Management LLC
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| CRD # | 175477 |
| SEC # | 801-86180 |
| CIK # | 0001729515 |
| AUM | $530.7 M (2025-04-30) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 207-536-0530 |
| Address | 70 Center Street Portland, ME 04101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.1 | ||
| Microsoft Corp | 17.5 | ||
| Amazon Com Inc | 9.4 | ||
| Facebook Inc | 7.3 | ||
| Caterpillar Inc | 6.9 | ||
| Alphabet Inc | 5.8 | ||
| Home Depot Inc | 5.5 | ||
| Wal Mart Stores Inc | 5.2 | ||
| J P Morgan Chase & Co | 5.0 | ||
| Exxon Mobil Corp | 4.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 11.8 |
| (b) Individuals (high net worth individuals) | 157 | 446.4 |
| (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 | 1.6 |
| (h) Charitable organizations | 0 | 18.6 |
| (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 | 52.3 |
| (n) Other | 0 | 0.0 |
| Total | 593 | 530.7 |
| By Discretionary | ||
| Discretionary | 592 | 530.0 |
| Non-Discretionary | 1 | 0.8 |
| Total | 593 | 530.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.1 | |
| United States Persons | 518.6 | |
| Total | 593 | 530.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729515] |
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