Unclaimed
Lily Frischmuth is an investment advisor representative associated with Ariadne Wealth Management, LP. Lily is registered with the state of California. Lily earned her Series 65 license in December 2022. Lily has been in the financial services industry since July 2022. Prior to joining Ariadne Wealth Management, LP, Lily has held positions at UC Santa Barbara, Instacart, El Molino High School and Rosemary's Garden.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
12/06/2022 - Present
Ariadne Wealth Management, LP (SANTA BARBARA CA)
IA
Issued 12/05/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Lily Frischmuth is the right advisor for you? Invested Better is here to help.