Ariadne Wealth Management
Investment Management • 
Santa Barbara, California, United States • 1-10 Employees
Company overview
| Headquarters | 1255 Coast Village Rd, Suite 201A, Santa Barbara, CA 93108, US |
| Phone number | +18442742363 |
| Website | |
| NAICS | 5231 |
| SIC | 874 |
| Keywords | Impact Investing, Financial Planning, Investment Management, Tax-Managed Investing |
| Founded | 2014 |
| Employees | 1-10 |
| Socials |
Key Contacts at Ariadne Wealth Management
Rick Dubreuil
Co-Founder & Portfolio Manager
Gene Dongieux
Co Founder And Chief Investment Officer
Adam Stempel
Co-Founder & Chief Wealth Manager
Ariadne Wealth Management Email Formats
Ariadne Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@ariadnewealth.com), used 88.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@ariadnewealth.com | 88.9% |
{first name} | john@ariadnewealth.com | 11.1% |
About Ariadne Wealth Management
Our mission is simple, but execution is complex. We begin with understanding our client’s 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 don’t have to.
Ariadne Wealth Management revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Ariadne Wealth Management has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Ariadne Wealth Management has never raised funding before.
Ariadne Wealth Management Tech Stack
Discover the technologies and tools that power Ariadne Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
Hosting
Israel
United Kingdom
Spain
Frequently asked questions
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