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Laurie Virginia Latham

ARIES WEALTH MANAGEMENT, LLC·PORTLAND, Maine
Clean recordARIES WEALTH MANAGEMENT, LLC
183 MIDDLE STREET, PORTLAND, ME 04101CRD# 728793Firm CRD# 175477

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Laurie Virginia Latham · PORTLAND, ME
Registration
CRD #728793 · ARIES WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Laurie Virginia Latham is a registered financial advisor based in PORTLAND, Maine, affiliated with ARIES WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ARIES WEALTH MANAGEMENT, LLC
ARIES WEALTH MANAGEMENT, LLC
AUM
$426M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ARIES WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 728793
Firm CRD# 175477
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Laurie Virginia Latham offer?
Laurie Virginia Latham specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PORTLAND, Maine for a consultation.
What are Laurie Virginia Latham's credentials?
Laurie Virginia Latham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laurie Virginia Latham located?
Laurie Virginia Latham is based in PORTLAND, Maine, working with ARIES WEALTH MANAGEMENT, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Laurie Virginia Latham charge for services?
Laurie Virginia Latham's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARIES WEALTH MANAGEMENT, LLC?
ARIES WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $426M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ARIES WEALTH MANAGEMENT, LLC

Matthew Edward Dahlgren Daigneault
PORTLAND, ME
Jason Gregory Viola
PORTLAND, ME

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maine
BANGOR (22)BRUNSWICK (17)FALMOUTH (6)BAR HARBOR (6)SOUTH PORTLAND (5)WATERVILLE (3)NEW GLOUCESTER (3)FARMINGDALE (2)AUGUSTA (2)CAPE ELIZABETH (2)
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Research
Advisor Fees in MaineNational Fee Analysis
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