We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services. Our firm has been registered as an Investment Adviser since August 2014. We were formed as a California Limited Liability Company at that time and converted to a Limited Partnership in 2018. The General Partner of our firm is Ariadne Wealth Holdings, LLC and our Limited Partners are the Dongieux Family Trust, Rick DuBreuil, and Adam Stempel. Description of the Types of Advisory Services We Offer Comprehensive Wealth Management Our Comprehensive Portfolio Management service encompasses asset management, financial planning/financial consulting, pension consulting, and consideration of accounts held at another firm. Asset Management: It is designed to assist clients in meeting their financial goals through the use of financial investments. We conduct at least one, but sometimes more than one meeting (in person if possible, otherwise via telephone conference) with clients in order to understand their current financial situation, existing resources, financial goals, and tolerance for risk. Based on what we learn, we propose an investment approach to the client. We may propose an investment portfolio consisting of exchange traded funds (“ETFs”), mutual funds, individual stocks or bonds, or other securities. Upon the client’s agreement to the proposed investment plan, we work with the client to establish or transfer investment accounts so that we can manage the client’s portfolio. Once the relevant accounts are under our management, we review such accounts on a regular basis and at least quarterly. We may periodically rebalance or adjust client accounts under our management. If the client experiences any significant changes to his/her financial or personal circumstances, the client must notify us so that we can consider such information in managing the client’s investments. Our firm utilizes the sub-advisory services of a third-party investment advisory firm to aid in the implementation of an investment portfolio designed by our firm. Before selecting a firm or individual, our firm will ensure that the chosen party is properly licensed or registered. Our firm will not offer advice on any specific securities or other investments in connection with this service. We will provide initial due diligence on third party money managers and ongoing reviews of their management of client accounts. In order to assist in the selection of a third-party money manager, our firm will gather client information pertaining to financial situation, investment objectives, and reasonable restrictions to be imposed upon the management of the account. Our firm will periodically review third-party manager reports provided to the client at least annually. Our firm will contact clients from time to time in order to review their financial situation and objectives; communicate information to third-party money managers as warranted; and, assist the client in understanding and evaluating the services provided by the third-party money manager. Clients will be expected to notify our firm of any changes in their financial situation, investment objectives, or account restrictions that could affect their financial standing. Financial Planning & Consulting: As a part of this service, we provide financial planning and consulting services to individuals, families and other clients regarding the management of their financial resources based upon an analysis of the client’s current situation, goals, and objectives. Our Comprehensive Wealth Management service will ADV Part 2A – Firm Brochure Page 5 Ariadne Wealth Management, LP involve preparing a financial plan and/or

rendering a financial consultation for clients based on the client’s financial goals and objectives. This planning or consulting may encompass one or more of the following areas: Investment Planning, Retirement Planning, Estate Planning, Charitable Planning, Education Planning, Corporate and Personal Tax Planning, Corporate Structure, Real Estate Analysis, Mortgage/Debt Analysis, Insurance Analysis, Lines of Credit Evaluation, Business and Personal Financial Planning. Our written financial plans usually include general recommendations for a course of activity or specific actions to be taken by the clients. For example, recommendations may be made that the clients begin or revise investment programs, create or revise wills or trusts, obtain or revise insurance coverage, commence or alter retirement savings, or establish education or charitable giving programs. It should also be noted that we refer clients to an accountant, attorney or other specialist, as necessary for non- advisory related services. We provide our clients with a written summary of their financial situation, observations, and recommendations. Implementation of the recommendations will be at the discretion of the client. Qualified Plan Asset Management: We provide pension consulting services to employer plan sponsors on a one-time or ongoing basis as a part of our Comprehensive Wealth Management Service. Generally, such pension consulting services consist of assisting employer plan sponsors in establishing, monitoring and reviewing their company's participant-directed retirement plan. As the needs of the plan sponsor dictate, areas of advising could include: investment options, plan structure and participant education. All pension consulting services shall be in compliance with the applicable state law(s) regulating pension consulting services. This applies to client accounts that are pension or other employee benefit plans (“Plan”) governed by the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). If the client accounts are part of a Plan, and we accept appointments to provide our services to such accounts, we acknowledge that we are a fiduciary within the meaning of Section 3(21) of ERISA (but only with respect to the provision of services described in section 1 of the Pension Consulting Agreement). Account Monitoring and Reporting: We provide non-continuous and periodic outside account monitoring for assets not being managed by our firm for consideration in the client’s overall financial plan. Portfolio Monitoring provides for no on-going supervision, trading, or discretion with respect to securities transactions. Clients are responsible for placing and executing their own trades, on their own. Tailoring of Advisory Services We offer individualized investment advice to clients utilizing our Comprehensive Wealth Management service. Each client has the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio. Restrictions on investments in certain securities or types of securities may not be possible due to the level of difficulty this would entail in managing the account. Restrictions would be limited to our Comprehensive Wealth Management service. ADV Part 2A – Firm Brochure Page 6 Ariadne Wealth Management, LP Participation in Wrap Fee Programs We do not offer a wrap fee program. Regulatory Assets Under Management As of December 31, 2023, we manage1 $445,889,437 of which, $416,205,358 is managed on a discretionary basis and $29,684,079 a non-discretionary basis.