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ARIADNE WEALTH MANAGEMENT, LP
CRD 170999 · SEC 801-106829
1255 COAST VILLAGE ROAD, SUITE 201A, SANTA BARBARA, CA, 93108, United States
Phone
805-456-4920
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$627.3M
Discretionary AUM
$584.2M
Team
6 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Partnership
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 53 | $627.3M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD