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Manning David Kalish

Ariadne Wealth Management, LP

Santa Barbara, CA

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Current Employers
Ariadne Wealth Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-14
  • CA RA
    APPROVED
    Since 2026-08-14

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 07/2026 Present
Unemployed Westlake Village CA 03/2026 07/2026
Pennymac Financial Services Westlake Village CA 06/2025 03/2026
California Polytechnic State San Luis Obispo CA 09/2024 06/2025
Summit Wealth Management Englewood CO 06/2024 08/2024
Chipotle Englewood CO 06/2022 08/2022
California Polytechnic State San Luis Obispo CA 08/2021 06/2025
Cherry Creek High School & Middle School Englewood CO 07/2015 05/2021
  • 07/2026 → Present
    Ariadne Wealth Management, Lp
    Santa Barbara, CA
  • 03/2026 → 07/2026
    Unemployed
    Westlake Village, CA
  • 06/2025 → 03/2026
    Pennymac Financial Services
    Westlake Village, CA
  • 09/2024 → 06/2025
    California Polytechnic State
    San Luis Obispo, CA
  • 06/2024 → 08/2024
    Summit Wealth Management
    Englewood, CO
  • 06/2022 → 08/2022
    Chipotle
    Englewood, CO
  • 08/2021 → 06/2025
    California Polytechnic State
    San Luis Obispo, CA
  • 07/2015 → 05/2021
    Cherry Creek High School & Middle School
    Englewood, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-14
  • S65 Uniform Investment Adviser Law Examination
    2026-08-14
Other Names
  • Manning Kalish

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

More in Santa Barbara, CA

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