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 operates as an independent registered investment adviser organized as a limited partnership and registered with the SEC since 2015. The firm serves individual and family clients, charging fees based on a percentage of assets under management. Its client-facing services focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm does not describe itself as a capital allocator, is not positioned as an active ESG investor, and does not report multi-state adviser status.
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
1 of 1
Gene Dongieux
Chief Investment OfficerCRD 1145125
Contacts
3 of 6
Rick Du Breuil
Co-Founder & Portfolio ManagerCRD 5075913
Cody Bahr
Associate - Wealth ManagementCRD 6728991
Adam Stempel
Investment Adviser RepresentativeCRD 4787837
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 180Active vs passive
$256M in ETFs
28%
$72.3M
71%
$183M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) | Dimensional | Active | Large Value | $9M | 162,935 | 3.51% |
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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