Lily Frischmuth
Investment adviser representative at Ariadne Wealth Management, LP
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$627.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Ariadne Wealth Management, LPJul 2022 to now
- InstacartJun 2021 to Sep 2021
- InstacartJun 2020 to Sep 2020
- Uc Santa BarbaraSep 2018 to Jun 2022
- Rosemary's GardenJun 2018 to Sep 2018
- Rosemary's GardenJun 2017 to Aug 2017
- El Molino High SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ariadne Wealth Management, LP
$627.3MAssets managed
53Clients
7Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7657252
- Firm CRD
- 170999