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 and on the SEC registry since 2015. The firm provides fee-based portfolio management and financial planning primarily for individual and family clients and small businesses. Its business model is percentage-of-AUM based and its advisory scope, as reported, does not include active ESG investing or pension consulting. Ariadne describes its advisory activities as centered on tailored financial planning and discretionary portfolio management for private clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1GENE DONGIEUX
Chief Investment OfficerCRD 1145125
Contacts
3 of 5Lily Frischmuth
Client Service SpecialistCRD 7657252
ADAM STEMPEL
Investment Adviser RepresentativeCRD 4787837
Gabrielle Hutchens
Client Service SpecialistCRD 8004339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$140M in ETFs
38%
$53.3M
60%
$86.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SILVER TRUST (SLV) | BlackRock | Passive | Commodities Focused | $14.7M | 215,850 | 10.52% |
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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