# Victoria Morin

> Victoria Morin is a fee-only financial advisor at Aries Wealth Management in Portland, Maine. Victoria focuses on estate & legacy planning. Aries Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/victoria-morin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Aries Wealth Management
- **Based in:** Portland, Maine
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $658.6M across 497 accounts
- **Specialties:** Estate & legacy planning
- **CRD:** 7379942 (https://adviserinfo.sec.gov/individual/summary/7379942)
- **SEC registration:** Investment adviser representative in ME
- **Exams passed:** Series 65 (2023)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.arieswealthllc.com

## Frequently asked questions

### Is Victoria Morin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Victoria holds no broker registration, and Aries Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Victoria charge for financial advice?

Victoria's firm, Aries Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Victoria Morin based?

Victoria Morin is based in Portland, Maine.

### What does Victoria specialize in?

Victoria's specialties include estate & legacy planning.

### Is Victoria Morin registered with the SEC?

Yes. Victoria Morin is registered as an investment adviser representative in ME (CRD 7379942), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aries Wealth Management manage?

Aries Wealth Management reports $658.6M across 497 accounts in assets under management.

### How do I contact Victoria Morin?

Through Victoria's website, www.arieswealthllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7379942): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.arieswealthllc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
