Aries Wealth Management, LLC logo

Aries Wealth Management, LLC

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Client assets under management

$567,361,919

Clients

164

81% high-net worth

Advisors

4

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

41

Low

Average account size

$3,459,524

About

Aries Wealth Management serves individual and high‑net‑worth clients as well as trusts, estates, charitable organizations and business entities, offering asset management, comprehensive portfolio management, retirement plan consulting, and ad hoc financial planning and consulting. The firm manages discretionary portfolios using individual stocks and bonds, ETFs, mutual funds, options and private securities, and provides ongoing monitoring and advice for employer‑sponsored retirement plans.

The firm emphasizes continuous, tailored account supervision with at least quarterly reviews and rebalancing, and integrates both fundamental and technical analysis across long‑term, short‑term and trading strategies; it also provides retirement plan services that can include ERISA fiduciary designations, investment policy assistance, and participant education. Cash balances are typically managed in conservative short‑term instruments to facilitate fee processing and liquidity, and the firm may use margin and option strategies—including covered calls and spreads—as part of portfolio management.

Notable distinctions include the firm’s affiliation with accounting professionals—representatives are Certified Public Accountants and the firm refers clients to an associated accounting practice rather than providing in‑house tax or accounting services—which is uncommon among peer teams. The firm also has a licensed attorney and insurance representative on its roster, acts as trustee for certain client accounts (resulting in limited custody arrangements), and discloses specific practices for margin account valuation and option use that can materially affect account management and fee calculations.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Concentrated stock management

Fee options

Percentage

$0 - $1,000,000: 1.25% (Asset Management) Over $1,000,000+: 0.75% (Asset Management) $0 - $1,000,000: 1.35% (Comprehensive Portfolio Management) Over $1,000,000+: 0.85% (Comprehensive Portfolio Management)

Main office location

Aries Wealth Management, LLC

70 Center Street, 2 Nd Floor

Portland ME 04101, United States

Number of offices

1

Most active in

California · Florida · Maine · Massachusetts · New Hampshire · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jason V

Series 66

Portland, ME

Aries Wealth Management, LLC

Jason Viola is a financial advisor at Aries Wealth Management, LLC in Portland, ME, with 17 years of industry experience. He holds a Series 66 designation and has been with Aries Wealth Management since 2015. Outside of his advisory role, he is a managing member of commercial real estate entities in Maine. Aries Wealth Management provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis to build individualized portfolios and emphasizes continuous supervision with regular reviews and rebalancing.

Options & derivatives strategies Concentrated stock management
user avatar

Victoria M

Series 65

Portland, ME

Aries Wealth Management, LLC

Victoria Morin is a financial advisor at Aries Wealth Management, LLC in Portland, ME, holding a Series 65 designation with two years of industry experience. She has worked at Aries Wealth Management since 2021 and previously held positions at Whole Foods Market, TD Bank, and the University of Connecticut. Morin is also a licensed life and health insurance producer in Maine. Aries Wealth Management provides discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive portfolio management incorporating financial planning and retirement plan consulting, using a blend of fundamental and technical analysis across a range of securities and investment strategies.

Options & derivatives strategies Concentrated stock management
user avatar

Timothy W

Series 65

Portland, ME

Aries Wealth Management, LLC

Timothy Woodhouse is a financial advisor at Aries Wealth Management, LLC in Portland, ME, holding a Series 65 designation with nine years of industry experience. He previously worked at Cribstone Capital Management and Acadia Trust. Outside of his advisory role, Woodhouse serves on the finance committee of Shalom House Inc., a nonprofit organization in Portland. Aries Wealth Management provides discretionary and non-discretionary investment management and consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm builds individualized portfolios using a range of securities and employs a blend of fundamental and technical analysis with active trading strategies, emphasizing continuous supervision and regular portfolio reviews.

Options & derivatives strategies Concentrated stock management
user avatar

Micah D

CFA®

Portland, ME

Aries Wealth Management, LLC

Micah Davis Johnson is a CFA® charterholder with seven years of industry experience. He has worked at Aries Wealth Management, LLC since 2021 and previously at Vigilant Capital Management, LLC and Cribstone Capital Management. In addition to his advisory role, he is a Certified Public Accountant providing tax preparation and accounting services and holds a minority ownership in a firm investing in Maine small businesses. Aries Wealth Management offers discretionary and non-discretionary investment management and consulting services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a blend of fundamental and technical analysis across a range of securities and emphasizes continuous portfolio supervision with regular reviews and rebalancing.

Options & derivatives strategies Concentrated stock management
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