Ariadne Wealth Management, LP
● SEC registered since 2015CRD 170999SEC# 801-106829Santa Barbara, CA
Reg. AUM
$627.3M
Employees
6
Accounts
432
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 $627.3 million in regulatory assets under management and employs 6 people.
Ariadne Wealth Management, LP owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Daniel Stempel | Limited Partner | 10-25% | 2024 |
| Dongieux Family Trust Control | Limited Partner | Over 75% | 2008 |
| Gene Lewis Dongieux Control | Chief Compliance Officer | Under 5% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Ariadne Wealth Management, LP manage?
Ariadne Wealth Management, LP reports $627.3 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
| Address | 1255 Coast Village Road, Suite 201a, Santa Barbara, CA 93108 |
| Phone | 805-456-4920 |
| Office hours | 8:00 a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2034793 |
| Discloses disciplinary history | No |
Regulatory AUM
$627.3M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$627.3Mregulatory AUM
Discretionary $584.2MNon-discretionary $43.1M