← Directory
ARIADNE WEALTH MANAGEMENT, LP
CRD 170999File 801-106829
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$627.3M
Above cohort median (national)
Discretionary AUM
$584.2M
Non-discretionary $43.1M
Clients
53
432 accounts
Employees
6
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 23, 2015
- Principal office
- 1255 COAST VILLAGE ROAD, SUITE 201A, SANTA BARBARA, CA, 93108
- Phone
- 805-456-4920
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $627.3M
- Discretionary AUM
- $584.2M
- Non-discretionary AUM
- $43.1M
- Discretionary accounts
- 414
- Non-discretionary accounts
- 18
- Total accounts
- 432
- AUM per client
- $11.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 53 | $627.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.