Ariadne Wealth Management, LP

Overview

Ariadne Wealth Management, LP is an SEC registered investment adviser based in Santa Barbara, CA, registered since 2015. It reports $627M in assets under management across 432 accounts, with 6 employees. It has 7 investment adviser representatives.

Reported AUM

$627M

Discretionary

93%

Accounts

432

Average account

$1.5M

Employees

6

Advisory reps

7

Registered since

2015

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 3

• Gene Lewis Dongieux Jr Chief Compliance Officer CRD 1145125
• Adam Daniel Stempel Limited Partner CRD 4787837
• Rick Gabon Du Breuil Limited Partner CRD 5075913

Advisory reps 3 of 7

• Cody Arthur Bahr Investment Adviser Rep CRD 6728991
• Gene L Dongieux Jr. Insurance Agent · Investment Adviser Rep CRD 1145125
• Rick Gabon Du Breuil Investment Adviser Rep CRD 5075913

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1255 Coast Village Rd Ste 201A
Santa Barbara, CA 93108

County

Santa Barbara

Metro area

Santa Maria-Santa Barbara, CA

Region

West

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: ariadnewealth.com

Every state, with registration dates

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