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ARIES WEALTH MANAGEMENT, LLC

PORTLAND, ME · CRD 175477 · IAPD ↗ · 207-536-0530

$658.6MRegulatory AUM
3Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — ARIES WEALTH MANAGEMENT, LLC notice-filed in CA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — ARIES WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($426.1M -> $530.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.