ARIADNE WEALTH MANAGEMENT, LP
SEC RegisteredThe Chief Investment Officer's family office, now serving your family.
About the firm
Ariadne Wealth Management works with families that have created and sold businesses, seeking to protect and grow their wealth for future generations and charitable goals while ensuring investments reflect their values. The firm leads a curated team of professionals to implement tailored plans with precision and care, combining creativity and analytical rigor with disciplined risk management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Family office services, tax alpha strategies (asset location, loss harvesting, creative tax planning), customized investment plans, estate planning coordination, fiduciary advisory services, factor-based investing, tax-managed direct indexing, alternative strategies, private market investments, 1031/1035 exchanges, IC-DISC, captive insurance company strategies, concentrated stock management, charitable giving, and multi-generational wealth transfers.
Who they serve
Families that have created and sold businesses, high-net-worth and ultra-high-net-worth individuals, those looking to protect and grow wealth for future generations and charitable goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 53 | $627M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARIADNE WEALTH MANAGEMENT, LP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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