Aries Wealth Management, LLC

Aries Wealth Management, LLC (CRD# 175477) is a financial advisory firm headquartered in Portland, ME. They manage $167,184,865 in 190 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    167
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $879,920
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, ME, NH

Financial Advisors at Aries Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Lisa S. Demers
CRD#: 2536000
97a Exchange Street, Suite 302, Portland, ME 04101
93
Wealthminder
score

Lisa Demers (CRD# 2536000) is an Investment Advisor Representative working at Aries Wealth Management, LLC in Portland, ME and has over 22 years of experience in the finance industry.

2
Laurie V. Latham
CRD#: 728793
97a Exchange Street, Suite 302, Portland, ME 04101
93
Wealthminder
score

Laurie Latham (CRD# 728793) is an Investment Advisor Representative working at Aries Wealth Management, LLC in Portland, ME and has over 26 years of experience in the finance industry.

3
Jason G. Viola
CRD#: 4115594
97a Exchange Street, Suite 302, Portland, ME 04101
93
Wealthminder
score

Jason Viola (CRD# 4115594) is an Investment Advisor Representative working at Aries Wealth Management, LLC in Portland, ME and has over 7 years of experience in the finance industry.

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