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They include 53 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ariadne Wealth Management offer?","answer":"Ariadne Wealth Management provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Ariadne Wealth Management charge?","answer":"Ariadne Wealth Management charges up to 1.00% a year for its Comprehensive Wealth Management. The fee is billed in arrears, is negotiable and requires an account of at least $10,000,000.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ariadne Wealth Management use?","answer":"Ariadne Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $363M, Fidelity Brokerage Services LLC (Smithfield, RI), with $183M and Interactive Brokers LLC (Greenwich, CT), with $56.5M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ariadne Wealth Management have?","answer":"Ariadne Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ariadne Wealth Management invest in?","answer":"At the end of its last fiscal year, Ariadne Wealth Management’s separately managed accounts held 45% exchange-traded equities, 41% registered funds (mutual funds, ETFs, BDCs), 9% pooled vehicles (private funds and similar), 2% state and local bonds, 2% cash and equivalents and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Ariadne Wealth Management have a minimum investment?","answer":"Yes, Ariadne Wealth Management’s minimum account size for its Comprehensive Wealth Management is $10M.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Ariadne Wealth Management?","answer":"Ariadne Wealth Management is owned through a trust by Gene Dongieux. Its direct owners are Dongieux Family Trust (75% or more), Rick Du Breuil (10% to 25%) and Adam Stempel (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ariadne Wealth Management get paid?","answer":"Ariadne Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Ariadne Wealth Management registered with the SEC?","answer":"Yes, Ariadne Wealth Management has been registered with the SEC as an investment adviser since 23 October 2015. Its CRD number is 170999 and its SEC file number is 801-106829.","source":"Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Ariadne Wealth Management?","answer":"Ariadne Wealth Management’s main office is at 1255 Coast Village Road, Suite 201a, Santa Barbara, CA 93108. Its phone number is 805-456-4920. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}