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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-17-2015
- Office Locations
- 1
Office Locations
About Aries Wealth Management, LLC
Aries Wealth Management is a Portland, ME registered investment adviser providing financial and wealth planning, tax/estate and charitable planning, insurance guidance, and portfolio management for individuals and business owners/entrepreneurs. Portfolios use ETFs and mutual funds across active and index approaches. The team cites 75+ years of collective experience and emphasizes technology and market insights; custody through Charles Schwab and Pershing.
Reported data analysis
What the numbers show
Between April 30, 2025 and March 19, 2026, reported AUM increased 24.1%, from $530.7M to $658.6M.
Across 5 reported observations, AUM increased 79.2% between October 31, 2022 and March 19, 2026, from $367.5M to $658.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 164 clients, or 54.7 clients per representative. That equates to $4.0M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Aries Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JASON GREGORY VIOLA
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #4115594
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Micah Davis-Johnson
Wealth Advisor
- CRD
- #7007681
Victoria Louise Morin
Client Relationship Manager
- CRD
- #7379942
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $658,598,502 | $1,325,148 |
| Non-Discretionary | $0 | -- |
| Total | $658,598,502 | $1,325,148 |
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Separately Managed Accounts
SMA allocation detail is available
Aries Wealth Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Aries Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.