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ARIADNE WEALTH MANAGEMENT, LP

1255 Coast Village Road
Suite 201a
Santa Barbara, California 93108
Tel: 805-456-4920

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About ARIADNE WEALTH MANAGEMENT, LP

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.

Firm Information

SEC Current StatusApproved
Firm CRD#170999
SEC#801-106829
Assets Managed by Firm$445,889,437
No. of Clients407
No. of Advisors6

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total407$445,889,437
High net worth individuals44$445,889,437

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