Manning Kalish has been an investment adviser representative at Ariadne Wealth Management since August 2026, and is not listed among the firm’s executive officers or direct owners.
Ariadne Wealth Management, LP is a Santa Barbara, CA firm with $627M under management, 53 clients and 6 advisers in one office, as of its March 2026 filing.
- – present · under a yearSanta Barbara, CA · Adviser representative · Firm CRD 170999
Investment adviser representative registrations
Manning Kalish is registered as an investment adviser representative in California, since August 2026.
- CaliforniaSince 14 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 August 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Manning David Kalish
- CRD
- 7954685
- Firm
- Ariadne Wealth Management · CRD 170999
- Office
- 1255 COAST VILLAGE ROAD, SUITE 201A, Santa Barbara, CA 93108
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Manning Kalish work?
Manning Kalish is an investment adviser representative registered through Ariadne Wealth Management, LP since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Manning Kalish a financial advisor?
Yes. Manning Kalish has a current investment-adviser registration in California, through Ariadne Wealth Management since August 2026.
How many years of experience does Manning Kalish have?
Manning Kalish has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Manning Kalish passed?
Manning Kalish passed the Series 65 in August 2026.
Where is Manning Kalish based?
Manning Kalish’s registered office is in Santa Barbara, CA.
Is Manning Kalish registered with FINRA?
No. Manning Kalish has no current broker registration.
How can I verify Manning Kalish’s record?
Search CRD 7954685 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Manning Kalish’s full registration record.
