ARIES WEALTH MANAGEMENT, LLC

CRD 175477File 801-86180

APPROVED

Retail clients

Custody

Filing as of Mar 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$658.6M

Above cohort median (national)

Discretionary AUM

$658.6M

Clients

164

497 accounts

Employees

Above cohort median in ME

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Apr 17, 2015
Principal office: 70 CENTER STREET, 2ND FLOOR, PORTLAND, ME, 04101
Phone: 207-536-0530
Website: https://www.linkedin.com/company/arieswealthllc

Assets & accounts

ADV Item 5F

Total regulatory AUM: $658.6M
Discretionary AUM: $658.6M
Non-discretionary AUM: $0
Discretionary accounts: 497
Non-discretionary accounts: 0
Total accounts: 497
AUM per client: $4.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$68.1M
Charitable organizations	Fewer than 5	$20.7M
High net worth individuals	133	$558.5M
Pension and profit sharing plans	Fewer than 5	$2.4M
Individuals (other than high net worth individuals)	31	$8.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.