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PARIAX PRIVATE WEALTH MANAGEMENT
PARIAX, LLC
CRD 301474 · SEC 801-119694
620 NEWPORT CENTER DRIVE, SUITE 1100, NEWPORT BEACH, CA, 92660, United States
Phone
(949) 688-0881
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$115.4M
Discretionary AUM
$115.4M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $2.6M |
| High net worth individuals | 27 | $111.1M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD