ARIES WEALTH MANAGEMENT, LLC is a Portland, Maine based financial advisory firm with nearly $426,103,505 in assets under management and provides investment advisory services for 557 clients. There are currently 5 financial advisors at the firm.
General Information |
| Firm CRD#: | 175477 | |
| SEC#: | 801-86180 | |
| Assets under Management: | $426,103,505 | |
| No. of Clients: | 557 | |
| No. of Advisors: | 5 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services | |
| Fee Structure: | A percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| VANCEGRAY WEALTH MANAGEMENT, INC. | 142613 | 801-113303 | 2066 | 11 | $328,778,720 |
| CHOICE WEALTH ADVISORS LLC | 297745 | 801-113869 | 1227 | 5 | $293,723,932 |
| J.M. ARBOUR, LLC | 313352 | 801-124962 | 1129 | 8 | $116,480,274 |
| RM FINANCIAL SERVICES, LLC | 304297 | 801-120468 | 934 | 5 | $207,785,037 |
| BIRCHBROOK | 105164 | 801-36582 | 767 | 7 | $245,178,595 |
| EAGLE FINANCIAL STRATEGIES | 138825 | 801-120376 | 497 | 6 | $129,696,230 |
| RICHARD BROTHERS, FINANCIAL ADVISORS | 113826 | 801-122718 | 433 | 10 | $130,161,134 |
| GIBSON FINANCIAL SOLUTIONS, INC. | 117831 | 801-131019 | 428 | 2 | $124,927,944 |
| CLARK & STUART INC | 107991 | 801-113250 | 172 | 2 | $169,830,150 |
| OUTFITTER FINANCIAL | 291413 | 801-112316 | 147 | 4 | $145,636,437 |
| MAIDEN COVE CAPITAL | 312478 | 801-130421 | 146 | 1 | $109,855,457 |
| OLDFIELD WEALTH PARTNERS | 332765 | 801-131174 | 94 | 1 | $101,292,356 |
| GUIDANCE POINT RETIREMENT SERVICES, LLC | 161000 | 801-73184 | 8 | 5 | $64,263,884 |
| GRP FINANCIAL SERVICES, LLC | 333183 | 801-131281 | 0 | 13 | $0 |
| STEELE STREET CAPITAL LLC | 331520 | 801-130911 | 0 | 2 | $0 |