Victoria Morin
Aries Wealth Management · Portland, Maine
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.
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Specialties
Facts
| Firm | Aries Wealth Management |
|---|---|
| Based in | Portland, Maine |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $658.6M across 497 accounts |
| SEC registration | Investment adviser representative in ME · CRD 7379942 |
| Exams passed | Series 65 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.arieswealthllc.com |
How Victoria's firm compares
- Aries Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 497 accounts).
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Questions about Victoria
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Aries Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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