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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Prime prime
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JASON GREGORY VIOLA
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #4115594
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Micah Davis-Johnson
Wealth Advisor
- CRD
- #7007681
Victoria Louise Morin
Client Relationship Manager
- CRD
- #7379942
Wave summit
Ridge matrix
- CRD
- #52181
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
Total SMA Asset: $658,598,502
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $676,842,179 | 9.7% |
| Equity - Exchange | $1,207,151,515 | 17.3% |
| U.S. Government/Agency | $516,353,827 | 7.4% |
| Cash | $955,952,356 | 13.7% |
| Corporate - Investment Grade | $1,353,684,358 | 19.4% |
| Corporate - Non-Investment Grade | $1,695,594,325 | 24.3% |
| Private Funds | $572,175,862 | 8.2% |
| Total | $6,977,754,422 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA GLACIER | VITAL ALPHA | 45ILCR6GH | GQXJ | 9.81% | $53,133,498 |
| HORIZON FOCUS SIGNAL | FUSION CAPITAL | H38UZWOZY | PFBR | 7.51% | $10,643,533 |
| MOMENTUM MERIDIAN OAK | NORTH OPTIMA | XV8QACGFF | PROJV | 11.06% | $63,684,244 |
| BEACON MATRIX RADIAL | TIMBER OPTIMA | HWXD7QXSG | BFHB | 6.73% | $30,135,044 |
| VITAL GLACIER BEACON | UNISON FUSION | SIYTCRPBM | YNB | 1.60% | $67,046,244 |
| PATHWAY DELTA QUANTUM | FRONTIER SUMMIT | ASR3YCP25 | KSMBM | 10.18% | $108,604,241 |
| VECTOR VITAL | NORTH SIGNAL | FM4ED12NI | OOCP | 2.30% | $16,213,534 |
| FOUNDATION QUANTUM HARBOR | MOMENTUM SIGNAL | N2I02HK8N | FRRS | 2.14% | $32,233,160 |