SANTA BARBARA, CACRD 170999Latest ADV March 27, 2026
Ariadne Wealth Management, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Santa Barbara, CA. Its latest Form ADV filing, dated March 27, 2026, reports $627M in regulatory assets under management, 6 employees, and 432 accounts.
Assets Under Management
$627M
Employees
6
Offices
--
Total Clients
53
Primary office
SANTA BARBARA, CA
1255 COAST VILLAGE ROAD, SUITE 201A, SANTA BARBARA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
53
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$627Mas of March 27, 2026
Discretionary93.1%
$584M
93% of total RAUM93.1%
Non-discretionary6.9%
$43M
7% of total RAUM6.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$627M
Total Accounts432
10Y AUM Change+$403M (+180.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee9:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.