This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- Crest frontierPeak radial +more
- Established Date
- 11-24-2014
- Office Locations
- 1
Office Locations
About Ariadne Wealth Management, LP
Ariadne Wealth Management is a Santa Barbara-based RIA delivering family-office style wealth planning and discretionary portfolio management for entrepreneurs and multigenerational families after business exits, with tax-aware strategies (e.g., 1031/1035 exchanges), charitable planning, and values-aligned investing. The CIO-led team builds diversified portfolios across public/private equity, real estate, fixed income, and alternatives, including factor-based, tax-managed direct indexing. Custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICK GABON DU BREUIL
Limited Partner
- CRD
- #5075913
- Ownership
- 10% but less than 25%
ADAM DANIEL STEMPEL
Chief Compliance Officer, Chief Executive Officer, INVESTMENT COMMITTEE MEMBER, Limited Partner, Managing Member
- CRD
- #4787837
- Ownership
- 10% but less than 25%
Crest beacon
Vital alpha
- CRD
- #70382
- Ownership
- 21.7%
Showing 2 of 3 owners & executives
Unlock allContacts
Cody Arthur Bahr
Advisor
- CRD
- #6728991
Lily Frischmuth
--
- CRD
- #7657252
Eagle quantum
Catalyst pathway frontier
- CRD
- #96398
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $584,204,721 | $1,411,123 |
| Non-Discretionary | $43,079,389 | $2,393,299 |
| Total | $627,284,110 | $1,452,047 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $627,284,110
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,777,417,865 | 25.8% |
| Public Funds | $1,956,537,495 | 28.4% |
| Private Funds | $1,109,163,862 | 16.1% |
| Cash | $626,918,704 | 9.1% |
| Municipal Bonds | $764,703,035 | 11.1% |
| Corporate - Investment Grade | $654,475,571 | 9.5% |
| Total | $6,889,216,532 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA VITAL | CREST UNISON | DQNIANEGO | HZG | 4.41% | $81,162,855 |
| FUSION HARBOR | PATHWAY CATALYST | 9KAAWSCBP | WMQMU | 7.06% | $40,066,470 |
| SUMMIT ALPHA VALUE | TIMBER ATLAS | JXECDWLB3 | UCXT | 6.29% | $58,524,114 |
| UNISON PEAK BEACON | QUANTUM VECTOR | O2QVB8U44 | LJSHY | 1.18% | $71,574,488 |
| BEACON OAK EAGLE | OPTIMA MERIDIAN | 94CIF6WAL | KVO | 5.30% | $81,981,473 |
| EAGLE CAPITAL | CREST MERIDIAN | 9TVD54JJ6 | MPNC | 7.00% | $61,511,538 |
| ZENITH NORTH | CREST DELTA | DLAFBEC35 | EELL | 11.14% | $32,804,390 |
| HORIZON VECTOR | OAK CAPITAL | 30VK8RZ9F | XCRBA | 1.54% | $64,842,072 |