# Ariadne Wealth Management, LP

> Ariadne Wealth Management, LP is an SEC-registered investment advisory firm in Santa Barbara, CA, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 170999
- Filed as: ARIADNE WEALTH MANAGEMENT, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Santa Barbara, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170999
- AdvisorCensus page: https://advisorcensus.com/firm/ariadne-wealth-management-lp-santa-barbara-ca-170999

## Quick answers

**How is Ariadne Wealth Management, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Ariadne Wealth Management, LP reports these compensation arrangements: a percentage of assets under its management.

**Where is Ariadne Wealth Management, LP located?**
Ariadne Wealth Management, LP's principal office is in Santa Barbara, CA, according to its Form ADV.

**Is Ariadne Wealth Management, LP registered with the SEC or a state?**
Ariadne Wealth Management, LP is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 170999.

**How much does Ariadne Wealth Management, LP manage?**
Ariadne Wealth Management, LP reports $627,284,110 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (93% discretionary).

**How have Ariadne Wealth Management, LP's assets and staff changed since 2021?**
In the Form ADV data for Ariadne Wealth Management, LP: Regulatory assets under management: $286,758,521 in the October 2021 data and $627,284,110 in the October 2026 data, up 119%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ariadne Wealth Management, LP serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (53).

**Which custodians does Ariadne Wealth Management, LP use?**
Ariadne Wealth Management, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Ariadne Wealth Management, LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170999

**Does Ariadne Wealth Management, LP state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "We require a minimum household balance of $ 10,000,000 for our Comprehensive Wealth Management service. This requirement may be waived on a case-by-case basis."

**What changed in Ariadne Wealth Management, LP's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $539,312,768 to $627,284,110 (+16%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)

> We require a minimum household balance of $ 10,000,000 for our Comprehensive Wealth Management service. This requirement may be waived on a case-by-case basis.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $627,284,110
- Discretionary: $584,204,721
- Non-discretionary: $43,079,389

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 53 | $627,284,110 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (10 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ariadnewealth.com
- LinkedIn @ARIADNE-WEALTH-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $286,758,521 | 5 | March 31, 2021 |
| October 2022 | $449,812,000 | 5 | March 29, 2022 |
| October 2023 | $395,285,700 | 6 | April 20, 2023 |
| October 2024 | $445,889,437 | 6 | March 29, 2024 |
| October 2025 | $539,312,768 | 6 | March 14, 2025 |
| October 2026 | $627,284,110 | 6 | March 27, 2026 |

Regulatory assets under management: $286,758,521 in the October 2021 data and $627,284,110 in the October 2026 data, up 119%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $539,312,768 to $627,284,110 (+16%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ariadne Wealth Management, LP (CRD 170999): Form ADV filing data as of October 2026.