Manning David Kalish
Investment adviser representative at Ariadne Wealth Management, LP
11 yearsExperience
1 stateRegistered in
$627.3MFirm assets
10 yearsFirm in business
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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
11 years in the industry.
- Ariadne Wealth Management, LPJul 2026 to now
- UnemployedMar 2026 to Jul 2026
- Pennymac Financial ServicesJun 2025 to Mar 2026
- Summit Wealth ManagementJun 2024 to Aug 2024
- ChipotleJun 2022 to Aug 2022
- California Polytechnic StateAug 2021 to Jun 2025
- Cherry Creek High School & Middle SchoolJul 2015 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 7954685
- Firm CRD
- 170999