Aries Wealth Management is an investment advisor in Portland with $361.46 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
473622319
SEC advisor number
801-86180
FINRA CRD number
175477
AUM ?
$361.46 mm
(as of 11 Apr 23)
Accounts
486
(as of 11 Apr 23)
Employees
5
(4 investment advisory or research)
Address
Aries Wealth Management
183 MIDDLE STREET
SUITE 4B
PORTLAND
ME 04101
183 MIDDLE STREET
SUITE 4B
PORTLAND
ME 04101
Office hours
Monday - Friday, 9 AM TO 5 PM
Phone
207-536-0530
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Viola, Jason, Gregory | Managing Member | 04/2015 | > 75% |
Daigneault, Matthew, Edward Dahlgren | Chief Compliance Officer | 11/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 May 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
6 Jun 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22