Best Investors Account Sign in
Inactive

Lily Frischmuth

Ariadne Wealth Management, LP

Santa Barbara, CA

CRD 7657252

Claim This Profile
Employer firm

Ariadne Wealth Management, LP CRD 170999

$627M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Ariadne Wealth Management, Lp

1255 Coast Village Road Suite 201A, Santa Barbara, CA 93108 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-12-06
  • CA RA
    APPROVED
    Since 2022-12-06

Branch Locations

1255 Coast Village Road Suite 201A, Santa Barbara, CA 93108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ariadne Wealth Management, Lp Santa Barbara CA 07/2022 06/2025
Uc Santa Barbara Santa Barbara CA 09/2018 06/2022
Instacart Santa Rosa CA 06/2021 09/2021
Instacart Santa Rosa CA 06/2020 09/2020
El Molino High School Forestville CA 08/2014 05/2018
Rosemary's Garden Sebastopol CA 06/2018 09/2018
Rosemary's Garden Sebastopol CA 06/2017 08/2017
Ariadne Wealth Management, Lp Santa Barbara CA 06/2025 Present
  • 07/2022 → 06/2025
    Ariadne Wealth Management, Lp
    Santa Barbara, CA
  • 09/2018 → 06/2022
    Uc Santa Barbara
    Santa Barbara, CA
  • 06/2021 → 09/2021
    Instacart
    Santa Rosa, CA
  • 06/2020 → 09/2020
    Instacart
    Santa Rosa, CA
  • 08/2014 → 05/2018
    El Molino High School
    Forestville, CA
  • 06/2018 → 09/2018
    Rosemary's Garden
    Sebastopol, CA
  • 06/2017 → 08/2017
    Rosemary's Garden
    Sebastopol, CA
  • 06/2025 → Present
    Ariadne Wealth Management, Lp
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-05
  • S65 Uniform Investment Adviser Law Examination
    2022-12-05
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CERITY PARTNERS LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

DARIN CARLTON MAST
Eric Scott Wasmuth
CLAYTON ROBERT GIBSON

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA

More in Santa Barbara, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor