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Building 2ARIADNE WEALTH MANAGEMENT, LLC

Map pinSANTA BARBARA, CA
Phone844-274-2363
NotebookSEC #801-80229
Total AUM
$27.4M
Employees
3
Clients
0

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 93018
United States
Operating Hours
8:00 AM - 5:00PM
Monday - Friday
Phone
844-274-2363

ReceiptFinancials

Total AUM
$27.4M
Accounts
34
Discretionary
$27.4M
Accounts
34
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
HELD AWAY ASSET MANAGEMENT
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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