1255 Coast Village Road
Suite 201a
Santa Barbara, California 93108
Tel: 805-456-4920
ARIADNE WEALTH MANAGEMENT, LP, formally registered with the SEC as ARIADNE WEALTH MANAGEMENT, LP. The firm was established in 10/23/2015. They have over 1 offices throughout the country.
ARIADNE WEALTH MANAGEMENT, LP is a Santa Barbara, California based Financial Planning firm with nearly $445,889,437 assets under management, offering retirement planning & investment advisory services to 407 clients. The firm is staffed with 6 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170999 |
| SEC# | 801-106829 |
| Assets Managed by Firm | $445,889,437 |
| No. of Clients | 407 |
| No. of Advisors | 6 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 407 | $445,889,437 |
| High net worth individuals | 44 | $445,889,437 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
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