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Cody Arthur Bahr

Ariadne Wealth Management, LP

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About Cody Arthur Bahr

Cody Arthur Bahr is a registered Investment Advisor Representative in California with Ariadne Wealth Management, LP. Cody has been registered with the state of California since December 15, 2016. Cody's firm, Ariadne Wealth Management, LP, is based in Santa Barbara, California. Cody has worked with Ariadne Wealth Management, LLC, since July 2015. Cody has a Series 65 license. Cody's specializations are providing financial planning and portfolio management for individuals. Cody's firm provides financial planning, portfolio management for individuals, and portfolio management for investment companies.

Firm Information

Cody Bahr is currently registered with Ariadne Wealth Management, LP. Ariadne Wealth Management, LP is a Santa Barbara, California-based investment advisor registered with the SEC. The firm provides financial planning and portfolio management services to high-net-worth individuals. Ariadne Wealth Management has six investment advisor representatives and manages approximately $445,889,437 in regulatory assets under management.
Ariadne Wealth Management, LP

1255 COAST VILLAGE ROAD

SANTA BARBARA, CA 93108

$445.89M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cody Bahr’s Registration & Firm History

CA

12/15/2016 - Present

Ariadne Wealth Management, LP (SANTA BARBARA CA)

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Licenses & Designations

IA

Issued 12/15/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cody Arthur Bahr.
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