Ariadne Wealth Management

Ariadne Wealth Management

Investment Management, 1255 Coast VLG Rd, Santa Barbara, California, 93108, United States, 1-10 Employees

ariadnewealth.com

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Who is ARIADNE WEALTH MANAGEMENT

Our mission is simple, but execution is complex. We begin with understanding our clients goals and developing a plan. We then lead a carefully curated team of professionals through the im...

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  • 1255 Coast VLG Rd, Santa Barbara, California, 93108, United States Headquarters: 1255 Coast VLG Rd, Santa Barbara, California, 93108, United States
  • 2014 Date Founded: 2014
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523150 | Show More

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Ariadne Wealth Management Org Chart and Mapping

Employees

Cody Bahr

Associate Portfolio Manager

Lily Frischmuth

Client Service Specialist

Adam Stempel

Co-Founder & Chief Wealth Manager

Gene Dongieux

Co Founder and Chief Investment Officer

Rick Dubreuil

Co-Founder & Portfolio Manager

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Frequently Asked Questions Regarding Ariadne Wealth Management

Answer: Ariadne Wealth Management's headquarters are located at 1255 Coast VLG Rd, Santa Barbara, California, 93108, United States

Answer: Ariadne Wealth Management's phone number is +13*********

Answer: Ariadne Wealth Management's official website is https://ariadnewealth.com

Answer: Ariadne Wealth Management's revenue is $1 Million to $5 Million

Answer: Ariadne Wealth Management's SIC: 6282

Answer: Ariadne Wealth Management's NAICS: 523150

Answer: Ariadne Wealth Management has 1-10 employees

Answer: Ariadne Wealth Management is in Investment Management

Answer: Ariadne Wealth Management contact info: Phone number: +13********* Website: https://ariadnewealth.com

Answer: Our mission is simple, but execution is complex. We begin with understanding our clients goals and developing a plan. We then lead a carefully curated team of professionals through the implementation of those goals. We drive results by focusing on where there is risk and opportunity. Whether it is through understanding the intricacies of a 1031 or 1035 exchange, the nuances around an IC-DISC or Captive Insurance Company, or offsetting capital gains via changes in tax law. Creativity and imagination in combination with rigor and focus defines our success. Implementing success takes thoughtful due diligence and risk control. We believe in asset allocation and diversification as guardrails for winning investors. We invest in US and International public and private equity, real estate, bonds, and alternative strategies that are meant to protect and grow wealth. We are working on your plan every day so you dont have to.

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