PairOne Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,125,913
Total clients
14
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
7
Average account size
$151,851
About
PairOne Private Wealth is a small, two‑advisor registered investment adviser that serves individual clients through discretionary asset management and a structured comprehensive financial planning offering. The firm manages a modest asset base (about $2.1 million across a small client roster) and bills ongoing advisory services on an asset‑based fee basis.
PairOne delivers discretionary portfolio management and may engage third‑party sub‑advisors to implement agreed models, while its planning service follows a defined six‑step process with an initial delivery meeting and semi‑annual follow‑ups. Its investment toolkit includes fundamental and technical analysis, modern portfolio theory, behavioral finance, and option strategies, with account reviews performed at least quarterly and custody/execution facilitated through platforms such as Altruist and Charles Schwab.
A distinguishing feature is that one owner maintains an affiliated insurance practice and representatives may receive external compensation from insurance product sales, a potential conflict the firm discloses and manages through policies and fiduciary obligations. The firm is newly founded (2025), operates with no stated account minimum, maintains a relatively small AUM and client base rather than focusing on high‑net‑worth households, and explicitly uses sub‑advisor delegation and platform partnerships in its service model.
Client services
Expertise
Fee options
Fixed annual fee up to $15,000, paid monthly, quarterly, or bi-annually in advance
1.5% annually
Main office location
PairOne Private Wealth
10645 165 Th St W
Lakeville MN 55044, United States
Number of offices
1
Most active in
Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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