Ariadne Wealth Management
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Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1255 Coast Village Rd Ste 201A, Santa Ba...

Phone Number

(805) 628-6968

Revenue

<$5 Million

Industry

Finance Securities Trading

About Ariadne Wealth Management

Ariadne Wealth Management is a multi-family office that specializes in wealth management for families who have created and sold businesses, focusing on protecting and growing their wealth for future generations and charitable goals. The firm offers customized investment plans, tax optimization strategies, and family office services, ensuring that clients' investments align with their values. With a team of experienced professionals, Ariadne emphasizes thoughtful due diligence, disciplined risk management, and a fiduciary commitment to prioritize clients' interests. Their investment strategies encompass a diverse range of assets, including public and private equity, real estate, and alternative investments.Explore more
Ariadne Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Ariadne Wealth Management Org Chart

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Co-Founder & Chief Investment Officer

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Portfolio Manager

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Portfolio Manager

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Financial Advisor

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Compare Similar Companies to Ariadne Wealth Management

Compare insights from companies similar to Ariadne Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ariadne Wealth Management

<$5M
1-10
Private
-
2014
GD
Gene DongieuxCo-Founder & Chief Investment Officer
$6.8M
11-50
Private
-
1999
DP
Douglas PrutzmanExecutive Vice President
$6.6M
11-50
Private
-
2014
DH
David HackworthyFounding Partner, and Chief Investment Officer
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Ariadne Wealth Management Tech Stack

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Frequently Asked Questions Regarding Ariadne Wealth Management

What is Ariadne Wealth Management's official website?
Ariadne Wealth Management's official website is www.ariadnewealth.com
What is Ariadne Wealth Management's Revenue?
Ariadne Wealth Management's revenue is <$5 Million
What is Ariadne Wealth Management's SIC code?
Ariadne Wealth Management's SIC: 62,628
What is Ariadne Wealth Management's NAICS code?
Ariadne Wealth Management's NAICS: 52,523
How many employees does Ariadne Wealth Management have?
Ariadne Wealth Management has 1-10 employees
What industry does Ariadne Wealth Management belong to?
Ariadne Wealth Management is in the industry of: Finance, Securities Trading
What is Ariadne Wealth Management competition?
Ariadne Wealth Management top competitors include: Isthmus Partners, Portfolio Solutions
What technology does Ariadne Wealth Management use?
Some of the popular technologies that Ariadne Wealth Management uses are: Python, R, Microsoft 365, Google Workspace
How do I contact Ariadne Wealth Management?
Ariadne Wealth Management contact info: Phone number: (805) 628-6968 Website: www.ariadnewealth.com
What does Ariadne Wealth Management do?

Ariadne Wealth Management is a multi-family office that specializes in wealth management for families who have created and sold businesses, focusing on protecting and growing their wealth for future generations and charitable goals. The firm offers customized investment plans, tax optimization strategies, and family office services, ensuring that c... lients' investments align with their values. With a team of experienced professionals, Ariadne emphasizes thoughtful due diligence, disciplined risk management, and a fiduciary commitment to prioritize clients' interests. Their investment strategies encompass a diverse range of assets, including public and private equity, real estate, and alternative investments.Read More

What are Ariadne Wealth Management social media links?
Ariadne Wealth Management Linkedin page Ariadne Wealth Management Facebook page
Is Ariadne Wealth Management a public company?
Ariadne Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Ariadne Wealth Management

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