# Pairone Private Wealth

> Pairone Private Wealth is a state-registered investment advisory firm in Lakeville, MN, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.

- CRD: 336860
- Filed as: PAIRONE PRIVATE WEALTH
- Legal name: Pairone Private Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lakeville, MN
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336860
- AdvisorCensus page: https://advisorcensus.com/firm/pairone-private-wealth-lakeville-mn-336860

## Quick answers

**How is Pairone Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Pairone Private Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Pairone Private Wealth located?**
Pairone Private Wealth's principal office is in Lakeville, MN, according to its Form ADV.

**Is Pairone Private Wealth registered with the SEC or a state?**
Pairone Private Wealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336860.

**How much does Pairone Private Wealth manage?**
Pairone Private Wealth reports $2,805,642 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary).

**What types of clients does Pairone Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27).

**Does Pairone Private Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336860

**What changed in Pairone Private Wealth's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 2 to 1.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,805,642
- Discretionary: $2,805,642
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $2,805,642 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- paironewealth.com
- Facebook facebook.com
- Instagram @paironewealth
- LinkedIn @paironeprivatewealth
- LinkedIn @adamrduchon
- X @AdamDuchonCFP

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 2 to 1.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pairone Private Wealth (CRD 336860): Form ADV filing data as of October 2026.