Ariadne Wealth Management, LP logo

Ariadne Wealth Management, LP

Updated today

Client assets under management

$627,284,110

Clients

53

100% high-net worth

Advisors

6

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

9

Very Low

Average account size

$11,835,549

About

Ariadne Wealth Management provides comprehensive wealth management — including asset management, financial planning, pension consulting, and portfolio monitoring — primarily to high net worth individuals, trusts, and institutional clients. The firm serves a relatively small client base with substantial assets under management and maintains a high household minimum for its primary service offering.

The firm’s investment process integrates quantitative, data‑driven analysis (including back‑testing, out‑of‑sample testing, regression analysis, and measures such as volatility, skew and kurtosis) with qualitative judgment to assess why a strategy may have succeeded and whether that success can persist. Portfolios can include ETFs, mutual funds, individual securities and alternative vehicles; Ariadne also uses third‑party sub‑advisors for implementation and emphasizes tax‑aware asset location and periodic rebalancing.

Compared with many peers, Ariadne discloses the active use of borrowing in separately managed accounts and notes that advisory fees are billed on margined securities, a practice it acknowledges can create an incentive to employ leverage. The firm also offers bill‑pay and bookkeeping services and charges a supplemental fee for linking and monitoring outside accounts, making client operational services a more prominent part of its offering than is typical for teams of its size.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Ancillary financial planning or consulting services may be provided for flat fees; specific amounts not disclosed.

Project-based

Financial planning/consulting may be provided for flat, hourly, or asset-based fees; specific amounts not disclosed.

Subscriptions

Bill pay service fees: $10,000 per year for first entity, $5,000 per year for each additional entity; billed quarterly in arrears.

Other

Account minimum: $10,000,000 (may be waived on a case-by-case basis)

Main office location

Ariadne Wealth Management, LP

1255 Coast Village Road, Suite 201 A

Santa Barbara CA 93108, United States

Number of offices

1

Most active in

California · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Gabrielle H

Series 65

Santa Barbara, CA

Ariadne Wealth Management, LP

Gabrielle Hutchens is a financial advisor at Ariadne Wealth Management, LP with one year of industry experience. She holds a Series 65 designation and has prior work experience in the coffee roasting and hospitality sectors. Ariadne Wealth Management is a team-based registered investment adviser serving high-net-worth individuals, trusts, retirement plans, and select businesses. The firm offers comprehensive wealth management services that combine quantitative analysis with qualitative judgment, including portfolio management, financial planning, and operational support such as bill payment and bookkeeping.

Private / alternative investments Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
user avatar

Lily F

CFP®, Series 65

Santa Barbara, CA

Ariadne Wealth Management, LP

Lily Frischmuth is a CFP® with three years of industry experience, currently serving as a financial advisor at Ariadne Wealth Management, LP. Her prior work includes roles at Instacart and UC Santa Barbara. Ariadne Wealth Management, LP is a team-based registered investment adviser that primarily serves high-net-worth individuals, trusts, retirement plans, and select businesses. The firm offers comprehensive wealth management services, combining quantitative and qualitative investment analysis with operational support such as bill payment and bookkeeping.

Private / alternative investments Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
user avatar

Adam S

CFP®, Series 65

Santa Barbara, CA

Ariadne Wealth Management, LP

Adam Stempel is a CFP® with 21 years of industry experience and has been with Ariadne Wealth Management, LP since 2014. He works at a six-advisor team based in Santa Barbara, CA. Ariadne Wealth Management, LP primarily serves high-net-worth individuals, trusts, retirement plans, and select businesses, offering comprehensive wealth management services including portfolio management, financial planning, and pension consulting. The firm combines quantitative data analysis with qualitative judgment in its investment process and provides operational services such as bill payment and bookkeeping as part of its holistic planning approach.

Private / alternative investments Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
user avatar

Gene D

Series 63, Series 65

Santa Barbara, CA

Ariadne Wealth Management, LP

Gene Dongieux Jr. is a financial advisor at Ariadne Wealth Management, LP with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ariadne Wealth Management since 2014. The firm is a team-based registered investment adviser serving high-net-worth individuals, trusts, retirement plans, and select businesses. Ariadne employs a quantitative and qualitative investment process and offers comprehensive wealth management services, including portfolio management, financial planning, pension consulting, bill-pay, and bookkeeping support.

Private / alternative investments Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
user avatar

Cody B

Series 65

Santa Barbara, CA

Ariadne Wealth Management, LP

Cody Bahr is a financial advisor at Ariadne Wealth Management, LP in Santa Barbara, CA, holding a Series 65 credential with nine years of industry experience. He has been with Ariadne since 2015, initially at Ariadne Wealth Management, LLC before continuing at the current firm since 2018. Ariadne Wealth Management, LP is a team-based registered investment adviser serving primarily high-net-worth individuals, trusts, retirement plans, and select businesses. The firm offers comprehensive wealth management services that include portfolio management, financial planning, pension consulting, bill-pay, and bookkeeping support, using a quantitative and qualitative investment approach combined with tax-aware asset placement.

Private / alternative investments Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
user avatar

Rick D

CFA®, Series 65

Santa Barbara, CA

Ariadne Wealth Management, LP

Rick Du Breuil is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Ariadne Wealth Management, LP since 2014. Ariadne Wealth Management, LP is a team-based registered investment adviser serving high-net-worth individuals, trusts, retirement plans, and select businesses. The firm employs a quantitative and qualitative investment process and offers comprehensive wealth management services including portfolio management, financial planning, pension consulting, bill payment, and bookkeeping support.

Private / alternative investments Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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