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ARIADNE WEALTH MANAGEMENT, LP

SANTA BARBARA, CA · CRD 170999 · IAPD ↗ · ariadnewealth.com · 805-456-4920

$627.3MRegulatory AUM
6Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — ARIADNE WEALTH MANAGEMENT, LP crossed $500M in regulatory AUM ($445.9M -> $539.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
64
April 2024 — ARIADNE WEALTH MANAGEMENT, LP reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.