Aries Wealth Management, LLC

Aries Wealth Management, LLC is a financial advisory firm based in Portland, ME, established in 2015 by Jason Viola. The firm offers a range of investment advisory services, including asset management, comprehensive portfolio management, and retirement plan consulting. Aries Wealth Management emphasizes continuous account supervision and tailors investment strategies to meet individual client needs. The firm's investment strategies include long-term purchases, short-term purchases, trading, and option writing. For asset management services, fees are charged based on a percentage of assets under management, with rates varying depending on the account size. The firm does not accept performance-based fees. Aries Wealth Management acts as a fiduciary, committed to acting in the best interests of clients. The firm does not sell securities for a commission in advisory accounts and does not receive compensation for client referrals. Clients have the option to place reasonable restrictions on investments held in their portfolios. The firm does not participate in wrap fee programs and manages regulatory assets totaling $530,707,864 as of December 31st, 2024. Aries Wealth Management conducts quarterly reviews of client accounts and provides financial planning and consulting services on a case-by-case basis. The firm does not accept proxy authority to vote client securities and does not provide financial information in the brochure.