Aries Wealth Management
Aries Wealth Management LLC is a privately owned Registered Investment Advisory firm based in Portland, Maine. Founded by a team with over 75 years of collective financial services experience, Aries Wealth Management serves a range of clients, primarily high net worth individuals as well as charitable organizations and other businesses. As of April 2025, the firm manages over $530 million in assets and employs 6 professionals, with a focus on customized financial planning and investment solutions.
Investment Strategy
Aries Wealth Management adopts a comprehensive and technology-enabled approach to wealth management, focusing on providing tailored investment solutions for high net worth individuals and select institutional clients. The firm employs a diversified investment philosophy, allocating client portfolios across major equities (including holdings in Apple, Microsoft, Amazon, and Alphabet), value-based strategies, and financial planning designed to meet clients’ personal and financial goals. Emphasis is placed on ongoing market insight, risk management, and proactive adjustment of asset allocations to optimize returns while managing downside risk.
Top Holdings
Equity Positions (217)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 4.74% | $18.1M | 88,422 | $129.96 | $205.17 | -$1.8M |
M MSFT | MICROSOFT CORP | 4.58% | $17.5M | 35,219 | $257.70 | $497.41 | +$4.2M |
V VUG | VANGUARD INDEX FDS | 4.35% | $16.6M | 37,978 | $272.18 | $438.40 | +$2.8M |
E EFA | ISHARES TR | 3.37% | $12.9M | 144,339 | $73.31 | $89.39 | +$2.2M |
S SPY | SPDR S&P 500 ETF TR | 3.12% | $12.0M | 19,344 | $387.27 | $617.85 | +$772.3K |