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Ariadne Wealth Management, LP CRD 170999
$627M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1255 Coast Village Road Suite 201A, Santa Barbara, CA 93108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-14 |
Branch Locations
1255 Coast Village Road Suite 201A, Santa Barbara, CA 93108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-14 |
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