Aries Wealth Management, Llc
Portland, Maine
Aries Wealth Management, LLC, a small investment advisory firm based out of Portland, ME, boasts a strong track record in managing substantial assets. With over 90 individual clients and a staggering $361,460,000 in assets under management, they have established themselves as a trusted partner in wealth management. While their portfolio comprises less than 30% in 401K and individual accounts, Aries Wealth Management, LLC possesses the expertise to effectively oversee employer funds. A remarkable 97% of the assets they manage are discretionary, reflecting their ability to make independent investment decisions. Catering primarily t...
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Assets Under Mgmt

$361.46M

Investment Professionals

4

Locations

0

% 401K & Individual

7%

% Discretionary

97%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
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