RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Ariadne Horstman
- Professional profile
- linkedin.com/in/ariadne-horstman-cfp%C2%AE-rlp%C2%AE-gfp-fellow-8695bbreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Tamarind Financial Planning state registered currentsince Aug 3, 2022 · San Mateo, Ca
- Appreciate Personal Finance unclassifiedJul 28, 2015 to Dec 31, 2022 · Palo Alto, Ca
- Sensiba San Filippo Financial Advisers LLC formerJun 6, 2013 to Jul 13, 2015 · San Mateo, Ca
- White Lighthouse Investment Management, Inc. independent RIAMar 9, 2011 to Jul 1, 2011 · Lexington, Ma
- Appreciate Personal Finance to Tamarind Financial Planningleft Dec 31, 2022, registered Aug 3, 2022 (-150 days) · Other
- Sensiba San Filippo Financial Advisers LLC to Appreciate Personal Financeleft Jul 13, 2015, registered Jul 28, 2015 (15 days) · Other
- White Lighthouse Investment Management, Inc. to Sensiba San Filippo Financial Advisers LLCleft Jul 1, 2011, registered Jun 6, 2013 (706 days) · Other
- Ariadne Horstman left Appreciate Personal Finance for Tamarind Financial Planning (registered 2022-08-03)Dec 31, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address