ARIADNE WEALTH MANAGEMENT, LP
CRD #170999 SEC #801-106829 SANTA BARBARA, CA 805-456-4920
SEC Registered
Total AUM
$539.3M
Discretionary
$507.7M
Employees
6
Clients
11
Accounts
418
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $539.3M | $507.7M | $31.6M | 6 | 0 |
| Mar 2025 | $539.3M | $507.7M | $31.6M | 6 | 0 |
| Mar 2024 | $445.9M | $416.2M | $29.7M | 6 | 0 |
| Apr 2023 | $395.3M | $390.3M | $5M | 6 | 0 |
| Mar 2023 | $395.3M | $390.3M | $5M | 6 | 0 |
| Nov 2022 | $449.8M | $429.3M | $20.5M | 5 | 0 |
| Mar 2022 | $449.8M | $429.3M | $20.5M | 5 | 0 |
| Mar 2021 | $286.8M | $278.1M | $8.7M | 5 | 0 |
| Jun 2020 | $270.5M | $263.5M | $7M | 5 | 0 |
| Jun 2020 | $270.5M | $263.5M | $7M | 5 | 0 |
| May 2020 | $270.5M | $263.5M | $7M | 5 | 0 |
| May 2020 | $270.5M | $263.5M | $7M | 5 | 0 |
| Mar 2020 | $270.5M | $263.5M | $7M | 5 | 0 |
| Mar 2019 | $249.2M | $244.4M | $4.8M | 5 | 0 |
| Mar 2018 | $241.7M | $236.5M | $5.2M | 5 | 0 |
| Mar 2018 | $241.7M | $236.5M | $5.2M | 5 | 0 |
| Mar 2017 | $224M | $178.1M | $45.9M | 4 | 26 |
| Feb 2016 | $131.1M | $125.2M | $5.9M | 3 | 11 |
| Oct 2015 | $136.7M | $130.3M | $6.3M | 3 | 11 |
| Oct 2015 | $136.7M | $130.3M | $6.3M | 3 | 11 |
| Mar 2015 | $27.4M | $27.4M | $0 | 3 | 11 |
| Mar 2015 | $27.4M | $27.4M | $0 | 3 | 11 |
| Mar 2015 | $27.4M | $27.4M | $0 | 3 | 11 |
| Feb 2015 | $27.4M | $27.4M | $0 | 3 | 11 |
| Jan 2015 | $27.4M | $27.4M | $0 | 3 | 11 |
| Nov 2014 | $0 | $0 | $0 | 2 | 0 |
| Oct 2014 | $0 | $0 | $0 | 2 | 0 |
| Oct 2014 | $0 | $0 | $0 | 2 | 0 |
| Aug 2014 | $0 | $0 | $0 | 2 | 0 |
DateNov 2025
Total AUM$539.3M
Discretionary$507.7M
Non-Disc.$31.6M
Employees6
Clients0
DateMar 2025
Total AUM$539.3M
Discretionary$507.7M
Non-Disc.$31.6M
Employees6
Clients0
DateMar 2024
Total AUM$445.9M
Discretionary$416.2M
Non-Disc.$29.7M
Employees6
Clients0
DateApr 2023
Total AUM$395.3M
Discretionary$390.3M
Non-Disc.$5M
Employees6
Clients0
DateMar 2023
Total AUM$395.3M
Discretionary$390.3M
Non-Disc.$5M
Employees6
Clients0
DateNov 2022
Total AUM$449.8M
Discretionary$429.3M
Non-Disc.$20.5M
Employees5
Clients0
DateMar 2022
Total AUM$449.8M
Discretionary$429.3M
Non-Disc.$20.5M
Employees5
Clients0
DateMar 2021
Total AUM$286.8M
Discretionary$278.1M
Non-Disc.$8.7M
Employees5
Clients0
DateJun 2020
Total AUM$270.5M
Discretionary$263.5M
Non-Disc.$7M
Employees5
Clients0
DateJun 2020
Total AUM$270.5M
Discretionary$263.5M
Non-Disc.$7M
Employees5
Clients0
DateMay 2020
Total AUM$270.5M
Discretionary$263.5M
Non-Disc.$7M
Employees5
Clients0
DateMay 2020
Total AUM$270.5M
Discretionary$263.5M
Non-Disc.$7M
Employees5
Clients0
DateMar 2020
Total AUM$270.5M
Discretionary$263.5M
Non-Disc.$7M
Employees5
Clients0
DateMar 2019
Total AUM$249.2M
Discretionary$244.4M
Non-Disc.$4.8M
Employees5
Clients0
DateMar 2018
Total AUM$241.7M
Discretionary$236.5M
Non-Disc.$5.2M
Employees5
Clients0
DateMar 2018
Total AUM$241.7M
Discretionary$236.5M
Non-Disc.$5.2M
Employees5
Clients0
DateMar 2017
Total AUM$224M
Discretionary$178.1M
Non-Disc.$45.9M
Employees4
Clients26
DateFeb 2016
Total AUM$131.1M
Discretionary$125.2M
Non-Disc.$5.9M
Employees3
Clients11
DateOct 2015
Total AUM$136.7M
Discretionary$130.3M
Non-Disc.$6.3M
Employees3
Clients11
DateOct 2015
Total AUM$136.7M
Discretionary$130.3M
Non-Disc.$6.3M
Employees3
Clients11
DateMar 2015
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees3
Clients11
DateMar 2015
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees3
Clients11
DateMar 2015
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees3
Clients11
DateFeb 2015
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees3
Clients11
DateJan 2015
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees3
Clients11
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0