Ariadne Wealth Management, LP
Firm details
- Headquarters
- Santa Barbara, California
- CRD number
- 170999
- Registered since
- October 23, 2015
- Website
- www.ariadnewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ariadne Wealth Management, LP is an independent registered investment adviser organized as a limited partnership. The firm is registered with the SEC and first registered in 2015. It serves individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses on a fee‑based model charged as a percentage of assets under management. The organization does not identify as an ESG investor and is not positioned as a pension consultant or multi‑state adviser; its ownership is a mix of a domestic entity and an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds44%
- Exchange Traded Equities42%
- Private Funds7%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$123M in ETFs
27%
$33.1M
72%
$89.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) | Dimensional | Active | Large Value | $8.8M | 160,765 | 7.21% |
Location
Santa Barbara, CA
Santa Barbara
Location
Santa Barbara, CA
Headquartered in Santa Barbara, CA, in the West of the United States.
- Region
- West
- County
- Santa Barbara
- Address
- 1255 Coast Village Rd
- Time zone
- PT (UTC-8)
- Office locations
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