Advisors at this firm
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.
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.
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.
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.
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.
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.