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Pariax Private Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$113,725,000
Clients
32
84% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
LowAverage account size
$3,553,906
About
Pariax Private Wealth Management provides discretionary wrap-fee asset management and retirement plan consulting to individual and high-net-worth clients, as well as trusts, estates, and certain business clients. The firm also offers complementary financial planning and portfolio monitoring services to clients enrolled in its wrap program.
The firm’s investment process combines fundamental, technical, sector, and quantitative analysis and implements asset-allocation strategies (strategic, dynamic, tactical, and core‑satellite) across equities, fixed income, and ETFs. Pariax manages accounts on a discretionary basis and integrates cash-management practices (including maintaining money market or cash balances for fee debiting) while incorporating debt-related analysis—such as mortgage/debt and lines-of-credit evaluation—into client planning and retirement plan consulting.
Pariax sponsors its own wrap-fee program and does not offer non-wrap advisory services, a setup that only a small share of supported firms use. Its operational practices—pairing a sponsored wrap program with explicit lines-of-credit evaluation and documented procedures for third‑party money movement and direct fee debiting—create an account-servicing profile that is atypical for similarly sized supported advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Occupation focus
Founder/Business Owner
Fee options
Account minimum: $1,000,000
Main office location
Pariax Private Wealth Management
620 Newport Center Drive, Suite 1100
Newport Beach CA 92660, United States
Number of offices
1
Most active in
Pariax Private Wealth Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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