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MD

Micah Davis-johnson

ARIES WEALTH MANAGEMENT
Portland, ME 04101
Some features on this profile are disabled
CRD#: 7007681
MD

Professional summary


Micah Davis-johnson, who also goes by Micah Benjamin Davis-johnson, is a registered financial advisor currently at ARIES WEALTH MANAGEMENT, LLC located in Portland, Maine.

Micah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Micah has worked at 2 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Micah Benjamin Davis-Johnson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) MICAH DAVIS-JOHNSON IS A CERTIFIED PUBLIC ACCOUNTANT; NOT INVESTMENT-RELATED; 183 MIDDLE STREET, SUITE 4B, PORTLAND, ME 04101; OBTAINED CPA CERTIFICATION IN 2008; TAX PREPARATION AND ACCOUNTING SERVICES. 2) Hamlin Peak Partners; investment-related; South Portland, ME; entity that invests in Maine small businesses; 25% owner; 10/12/2023; 3 hours per month; 0 during securities trading hours

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Micah Davis-johnson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 5, 2021 - Present

ARIES WEALTH MANAGEMENT, LLC

Office #1: 70 Center Street 2nd Floor, Portland, ME 04101
RIA
CRD#: 175477
Portland, ME
Past

September 20, 2018 - March 30, 2021

VIGILANT WEALTH MANAGEMENT

RIA
CRD#: 119642
PORTLAND, ME

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ARIES WEALTH MANAGEMENT, LLC
ARIES WEALTH MANAGEMENT | ARIES WEALTH MANAGEMENT, LLC

CRD#: 175477 / SEC#: 801-86180

RIA
Registered Investment Advisory firm - (4/17/2015 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Maine
(3/5/2021)

Exams


Current Firm


AW
ARIES WEALTH MANAGEMENT, LLC
ARIES WEALTH MANAGEMENT | ARIES WEALTH MANAGEMENT, LLC

CRD#: 175477 / SEC#: 801-86180

RIA
Registered Investment Advisory firm - (4/17/2015 Approved)
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Contact information


Main Address
70 Center Street 2nd Floor, Portland, ME 04101
Mailing Address
Phone number
(207) 536-0530
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (7 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE - ARIES WEALTH MANAGEMENT, LLC (4/30/2025)

Regulatory assets under management


Total Number of Accounts593
AUM (Assets Under Management)$ 530,707,864

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/25/2024
Cover Page
10/19/2022

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ARIES WEALTH MANAGEMENT, LLC

CRD#: 175477Portland, ME 04101

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