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Ariadne Wealth Management, LP

● SEC registered since 2015CRD 170999SEC# 801-106829Santa Barbara, CA
Export (members)
Reg. AUM
$539.3M
Employees
6
Accounts
418
Location
Santa Barbara, CA

Ariadne Wealth Management, LP assets under management

Ariadne Wealth Management, LP is a registered investment adviser overseen by the SEC based in Santa Barbara, CA. The firm has been registered since 2015. It reports $539.3 million in regulatory assets under management and employs 6 people.
www.ariadnewealth.comView on SEC.gov ↗

Ariadne Wealth Management, LP owners & executives

3 reported
NameTitleOwnershipSince
Dongieux Family Trust ControlManaging MemberOver 75%2008
Gene Lewis Dongieux ControlChief Compliance OfficerUnder 5%2014
Gene Lewis Dongieux ControlTrusteeOver 75%2008

Frequently asked questions

How much does Ariadne Wealth Management, LP manage?

Ariadne Wealth Management, LP reports $539.3 million in regulatory assets under management on its Form ADV.

How many employees does Ariadne Wealth Management, LP have?

Ariadne Wealth Management, LP reports 6 employees.

Where is Ariadne Wealth Management, LP located?

Ariadne Wealth Management, LP is based in Santa Barbara, CA and has been SEC-registered since 2015.

Does Ariadne Wealth Management, LP disclose fund performance?

Ariadne Wealth Management, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1255 Coast Village Road, Suite 201a, Santa Barbara, CA 93108
Phone805-456-4920
Office hours8:00 a.m. - 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK2034793
Discloses disciplinary historyNo

Assets under management

Discretionary$507.7M
Non-discretionary$31.6M
Total (RAUM)$539.3M