Ariadne Wealth Management, LP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ariadne Wealth Management provides comprehensive wealth management — including asset management, financial planning, pension consulting, and portfolio monitoring — primarily to high net worth individuals, trusts, and institutional clients. The firm serves a relatively small client base with substantial assets under management and maintains a high household minimum for its primary service offering.
The firm’s investment process integrates quantitative, data‑driven analysis (including back‑testing, out‑of‑sample testing, regression analysis, and measures such as volatility, skew and kurtosis) with qualitative judgment to assess why a strategy may have succeeded and whether that success can persist. Portfolios can include ETFs, mutual funds, individual securities and alternative vehicles; Ariadne also uses third‑party sub‑advisors for implementation and emphasizes tax‑aware asset location and periodic rebalancing.
Compared with many peers, Ariadne discloses the active use of borrowing in separately managed accounts and notes that advisory fees are billed on margined securities, a practice it acknowledges can create an incentive to employ leverage. The firm also offers bill‑pay and bookkeeping services and charges a supplemental fee for linking and monitoring outside accounts, making client operational services a more prominent part of its offering than is typical for teams of its size.
Client services
Expertise
Fee options
Ancillary financial planning or consulting services may be provided for flat fees; specific amounts not disclosed.
Financial planning/consulting may be provided for flat, hourly, or asset-based fees; specific amounts not disclosed.
Bill pay service fees: $10,000 per year for first entity, $5,000 per year for each additional entity; billed quarterly in arrears.
Account minimum: $10,000,000 (may be waived on a case-by-case basis)
Main office
1255 Coast Village Road, Suite 201 A
Santa Barbara CA 93108
Advisors at this office
7
Most active in
California · Texas
Also doing business as
Ariadne Wealth Management, LLC · Ariadne Wealth Management, Lp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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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