Ariadne Wealth Management

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
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
1
1
1

About Ariadne Wealth Management

Ariadne Wealth Management is a multi-family office that specializes in wealth management for high-net-worth and ultra-high-net-worth families. The firm focuses on protecting and growing wealth through customized investment plans, tax optimization, and collaboration with clients' existing financial professionals. Their services include asset allocation, diversification, and strategic investment strategies across various asset classes. With a commitment to client interests and a fiduciary approach, Ariadne aims to align investments with clients' values and long-term goals.Explore more
Ariadne Wealth Management's Social MediaPopular SearchesAriadne Wealth ManagementAriadne Wealth Management LLCAriadne Wealth Management LPAriadne Wealth Holdings LLCAriadne Wealth Management - HomeSIC Code 62,628NAICS Code 52,523Show more

Ariadne Wealth Management Org Chart

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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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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ariadne Wealth Management

<$5M
1-10
Private
-
2014
GD
Gene DongieuxChief Investment Officer
$6.8M
11-50
Private
-
1999
DP
Douglas PrutzmanExecutive Vice President
$6.6M
11-50
Private
-
2014
RC
Ryan CobbChief Operating Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2010
MC
Millicent ComptonClient Service Representative
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Ariadne Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Ariadne Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ariadne Wealth Management.

Ariadne Wealth Management Tech Stack

A closer look at the technologies used by Ariadne Wealth Management

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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: Stockade Wealth Management, Furlong Investment Solutions, Isthmus Partners, Pillar Wealth Management
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 high-net-worth and ultra-high-net-worth families. The firm focuses on protecting and growing wealth through customized investment plans, tax optimization, and collaboration with clients' existing financial professionals. Their services include asset allocat... ion, diversification, and strategic investment strategies across various asset classes. With a commitment to client interests and a fiduciary approach, Ariadne aims to align investments with clients' values and long-term goals.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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