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Gabrielle H
Series 65
Santa Barbara, CA
Ariadne Wealth Management, LP
Gabrielle Hutchens is a financial advisor at Ariadne Wealth Management, LP with one year of industry experience. She holds a Series 65 designation and has prior work experience in the coffee roasting and hospitality sectors. Ariadne Wealth Management is a team-based registered investment adviser serving high-net-worth individuals, trusts, retirement plans, and select businesses. The firm offers comprehensive wealth management services that combine quantitative analysis with qualitative judgment, including portfolio management, financial planning, and operational support such as bill payment and bookkeeping.
Lily F
CFP®, Series 65
Santa Barbara, CA
Ariadne Wealth Management, LP
Lily Frischmuth is a CFP® with three years of industry experience currently advising at Ariadne Wealth Management, LP in Santa Barbara, CA. She has worked at Ariadne since 2022 and has prior experience at Instacart and in educational roles at UC Santa Barbara and El Molino High School. Ariadne Wealth Management provides comprehensive wealth management services primarily to high net worth individuals, trusts, and institutional clients, combining quantitative and qualitative investment analysis with a focus on tax-aware asset location and periodic rebalancing. The firm also offers operational services such as bill-pay and bookkeeping alongside its investment management.
Adam S
CFP®, Series 65
Santa Barbara, CA
Ariadne Wealth Management, LP
Adam Stempel is a CFP® with 21 years of industry experience and has been with Ariadne Wealth Management, LP since 2014. He works at a six-advisor team based in Santa Barbara, CA. Ariadne Wealth Management, LP primarily serves high-net-worth individuals, trusts, retirement plans, and select businesses, offering comprehensive wealth management services including portfolio management, financial planning, and pension consulting. The firm combines quantitative data analysis with qualitative judgment in its investment process and provides operational services such as bill payment and bookkeeping as part of its holistic planning approach.
Manning K
Series 65
Santa Barbara, CA
Ariadne Wealth Management, LP
Manning Kalish is a financial advisor at Ariadne Wealth Management, LP in Santa Barbara, CA, holding a Series 65 designation. He has been with Ariadne Wealth Management since 2026 and previously worked at Pennymac Financial Services and Summit Wealth Management. Ariadne Wealth Management provides comprehensive wealth management services primarily to high net worth individuals, trusts, and institutional clients. The firm combines quantitative analysis with qualitative judgment in its investment approach and offers a range of portfolio options including ETFs, mutual funds, individual securities, and alternative vehicles.
Gene D
Series 63, Series 65
Santa Barbara, CA
Ariadne Wealth Management, LP
Gene Dongieux Jr. is a financial advisor at Ariadne Wealth Management, LP with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ariadne Wealth Management since 2014. The firm is a team-based registered investment adviser serving high-net-worth individuals, trusts, retirement plans, and select businesses. Ariadne employs a quantitative and qualitative investment process and offers comprehensive wealth management services, including portfolio management, financial planning, pension consulting, bill-pay, and bookkeeping support.
Cody B
Series 65
Santa Barbara, CA
Ariadne Wealth Management, LP
Cody Bahr is a financial advisor at Ariadne Wealth Management, LP in Santa Barbara, CA, holding a Series 65 designation with nine years of industry experience. He has been with Ariadne Wealth Management and its predecessor entity since 2015. Ariadne Wealth Management provides comprehensive wealth management services primarily to high net worth individuals, trusts, and institutional clients. The firm integrates quantitative and qualitative analysis in its investment process and offers a range of portfolio options, including ETFs, mutual funds, individual securities, and alternative vehicles, along with additional operational services such as bill-pay and bookkeeping.
Rick D
CFA®, Series 65
Santa Barbara, CA
Ariadne Wealth Management, LP
Rick Du Breuil is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Ariadne Wealth Management, LP since 2014. Ariadne Wealth Management, LP is a team-based registered investment adviser serving high-net-worth individuals, trusts, retirement plans, and select businesses. The firm employs a quantitative and qualitative investment process and offers comprehensive wealth management services including portfolio management, financial planning, pension consulting, bill payment, and bookkeeping support.
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