Ariadne Wealth Management is an investment advisor in Santa Barbara with $395.29 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
471230767
SEC advisor number
801-106829
FINRA CRD number
170999
AUM ?
$395.29 mm
(as of 20 Apr 23)
Accounts
369
(as of 20 Apr 23)
Employees
6
(6 investment advisory or research)
Office hours
Monday - Friday, 8:00 AM - 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Dongieux, Gene, Lewis | Chief Compliance Officer | 09/2014 | < 5% |
Dongieux Family Trust | Managing Member | 05/2008 | > 75% |
Dongieux, Gene, Lewis | Trustee | 05/2008 | > 75% |
Latest filings (excl ownership)
Latest ownership filings