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Building 2ARIADNE WEALTH MANAGEMENT, LP

Map pinSANTA BARBARA, CA
Phone805-456-4920
NotebookSEC #801-106829
Total AUM
$627.3M
Employees
6
Clients
53

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1255 COAST VILLAGE ROAD
SUITE 201A
SANTA BARBARA
CA 93108
United States
Operating Hours
8:00 AM - 5:00PM
Monday - Friday
Phone
805-456-4920

ReceiptFinancials

Total AUM
$627.3M
Accounts
432
Discretionary
$584.2M
Accounts
414
Non-Discretionary
$43.1M
Accounts
18

ContactClients

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HNW Individual Clients
53
AUM
$627.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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