DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ARIADNE WEALTH MANAGEMENT, LP

CRD 170999

SANTA BARBARA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8aa3d624-70c3-5a80-e673-8b10c5d73643

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Aug 14, 2014 to Mar 27, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $627MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $584M
Private client RAUM: $627MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $89.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 432
High net worth clients: 53
Custody, client assets: $338M
SEC number: 801-106829
CIK: 2034793
CRD: 170999
Filings on the tape: 32
First filed: Aug 14, 2014
Latest filed: Mar 27, 2026
Organised: Limited Partnership, CA
Website: ariadnewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GENE LEWIS DONGIEUX	n/a	SANTA BARBARA, CA	11	36	2	no
RICK GABON DU BREUIL	Chartered Financial Analyst	SANTA BARBARA, CA	11	20	2	no
ADAM DANIEL STEMPEL	Certified Financial Planner	SANTA BARBARA, CA	11	22	2	no
Cody Arthur Bahr	n/a	SANTA BARBARA, CA	9	11	n/a	no
Lily Frischmuth	Certified Financial Planner	SANTA BARBARA, CA	3	12	n/a	no
Gabrielle Hutchens	n/a	SANTA BARBARA, CA	1	12	n/a	no
Manning David Kalish	n/a	SANTA BARBARA, CA	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DONGIEUX FAMILY TRUST	MANAGING MEMBER	E	yes	05/2008	Mar 12, 2015	Mar 29, 2024
DONGIEUX, GENE, LEWIS	Trustee	E	yes	05/2008	Aug 14, 2014	Mar 29, 2024
DONGIEUX, GENE, LEWIS	CHIEF COMPLIANCE OFFICER	Na	yes	09/2014	Aug 14, 2014	Mar 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$627M	$584M	6	6	0	n/a	n/a
2024	Mar 14, 2025	$539M	$508M	6	6	0	n/a	n/a
2023	Mar 29, 2024	$446M	$416M	6	6	0	n/a	n/a
2022	Mar 29, 2023	$395M	$390M	6	6	0	n/a	n/a
2021	Mar 29, 2022	$450M	$429M	5	5	0	n/a	n/a
2020	Mar 31, 2021	$287M	$278M	5	5	0	n/a	n/a
2019	Mar 20, 2020	$270M	$263M	5	5	0	n/a	n/a
2018	Mar 26, 2019	$249M	$244M	5	4	0	n/a	n/a
2017	Mar 12, 2018	$242M	$237M	5	5	0	n/a	n/a
2016	Mar 23, 2017	$224M	$178M	4	4	n/a	n/a	n/a
2015	Feb 11, 2016	$131M	$125M	3	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$627M	$539M	16.3%	$395M	16.6%	6	6	0	0

Relationships

Registered with (7)

← Manning David KalishAdvisorregistration: current employment
Aug 14, 2026 to presentfactForm ADV
← Gabrielle HutchensAdvisorregistration: current employment
Nov 25, 2024 to presentfactForm ADV
← Lily FrischmuthAdvisorregistration: current employment
Dec 6, 2022 to presentfactForm ADV
← Cody Arthur BahrAdvisorregistration: current employment
Dec 15, 2016 to presentfactForm ADV
← ADAM DANIEL STEMPELAdvisorregistration: current employment
Dec 9, 2014 to presentfactForm ADV
← RICK GABON DU BREUILAdvisorregistration: current employment
Dec 1, 2014 to presentfactForm ADV
← GENE LEWIS DONGIEUXAdvisorregistration: current employment
Nov 24, 2014 to presentfactForm ADV

Controls (2)

← DONGIEUX, GENE, LEWISOwnerTRUSTEE, ownership code E, individual
Aug 14, 2014 to Mar 29, 2024factForm ADV
← DONGIEUX FAMILY TRUSTOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 12, 2015 to Mar 29, 2024factForm ADV

Dated events

Occurred
Mar 29, 2022
Regulatory AUM changed
Ariadne Wealth Management, Lp reported RAUM $449.8M, up 57% from $286.8M (2021-03-31 to 2022-03-29)
Form ADVobserved 4 days ago
$163M
Occurred
Mar 12, 2018
Succession filed (Item 4)
Ariadne Wealth Management, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Aug 14, 2014
First Form ADV filing
Ariadne Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8aa3d624-70c3-5a80-e673-8b10c5d73643
First observed: Aug 14, 2014
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ARIADNE WEALTH MANAGEMENT, LP

CRD 170999

SANTA BARBARA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8aa3d624-70c3-5a80-e673-8b10c5d73643

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:15 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GENE LEWIS DONGIEUX

n/a

SANTA BARBARA, CA

RICK GABON DU BREUIL

Chartered Financial Analyst

SANTA BARBARA, CA

ADAM DANIEL STEMPEL

Certified Financial Planner

SANTA BARBARA, CA

Cody Arthur Bahr

n/a

SANTA BARBARA, CA

n/a

Lily Frischmuth

Certified Financial Planner

SANTA BARBARA, CA

n/a

Gabrielle Hutchens

n/a

SANTA BARBARA, CA

n/a

Manning David Kalish

n/a

SANTA BARBARA, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DONGIEUX FAMILY TRUST

MANAGING MEMBER

yes

05/2008

Mar 12, 2015

Mar 29, 2024

DONGIEUX, GENE, LEWIS

Trustee

yes

05/2008

Aug 14, 2014

Mar 29, 2024

DONGIEUX, GENE, LEWIS

CHIEF COMPLIANCE OFFICER

yes

09/2014

Aug 14, 2014

Mar 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$627M

$584M

n/a

2024

Mar 14, 2025

$539M

$508M

n/a

2023

Mar 29, 2024

$446M

$416M

n/a

2022

Mar 29, 2023

$395M

$390M

n/a

2021

Mar 29, 2022

$450M

$429M

n/a

2020

Mar 31, 2021

$287M

$278M

n/a

2019

Mar 20, 2020

$270M

$263M

n/a

2018

Mar 26, 2019

$249M

$244M

n/a

2017

Mar 12, 2018

$242M

$237M

n/a

2016

Mar 23, 2017

$224M

$178M

n/a

2015

Feb 11, 2016

$131M

$125M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$627M

$539M

16.3%

$395M

16.6%