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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Aries Wealth Management have?","answer":"Aries Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Aries Wealth Management invest in?","answer":"At the end of its last fiscal year, Aries Wealth Management’s separately managed accounts held 44% registered funds (mutual funds, ETFs, BDCs), 39% exchange-traded equities, 7% U.S. government and agency bonds, 5% cash and equivalents, 4% investment grade corporate bonds, 1% high-yield corporate bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Aries Wealth Management?","answer":"Aries Wealth Management’s direct owner is Jason Viola (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Aries Wealth Management get paid?","answer":"Aries Wealth Management is paid through a percentage of assets under management. 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