Ariadne Wealth Management, LLC

Ariadne Wealth Management, LLC (CRD# 170999) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $131,101,776 in 201 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    201
    ACCOUNTS
  • Average Account Value
    $652,248
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Ariadne Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Rick G. Du Breuil
CRD#: 5075913
1255 Coast Village Road, Suite 201a, Santa Barbara, CA 93108
96
Wealthminder
score

Rick Du Breuil (CRD# 5075913) is an Investment Advisor Representative working at Ariadne Wealth Management, LLC in Santa Barbara, CA and has over 10 years of experience in the finance industry.

2
Adam D. Stempel
CRD#: 4787837
1255 Coast Village Road, Suite 201a, Santa Barbara, CA 93108
96
Wealthminder
score

Adam Stempel (CRD# 4787837) is an Investment Advisor Representative working at Ariadne Wealth Management, LLC in Santa Barbara, CA and has over 12 years of experience in the finance industry. Adam Stempel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Gene L. Dongieux
CRD#: 1145125
1255 Coast Village Road, Suite 201a, Santa Barbara, CA 93108
73
Wealthminder
score

Gene Dongieux (CRD# 1145125) is an Investment Advisor Representative working at Ariadne Wealth Management, LLC in Santa Barbara, CA and has over 26 years of experience in the finance industry.

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