# Pariax Private Wealth Management

> Pariax Private Wealth Management is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 301474
- Filed as: PARIAX PRIVATE WEALTH MANAGEMENT
- Legal name: Pariax, LLC
- Also doing business as: PARIAX PRIVATE WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301474
- AdvisorCensus page: https://advisorcensus.com/firm/pariax-private-wealth-management-newport-beach-ca-301474

## Quick answers

**How is Pariax Private Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Pariax Private Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**What does Pariax Private Wealth Management's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Pariax Private Wealth Management located?**
Pariax Private Wealth Management's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Pariax Private Wealth Management registered with the SEC or a state?**
Pariax Private Wealth Management is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 301474.

**How much does Pariax Private Wealth Management manage?**
Pariax Private Wealth Management reports $115,360,000 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**How have Pariax Private Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Pariax Private Wealth Management: Regulatory assets under management: $112,200,000 in the October 2021 data and $115,360,000 in the October 2026 data, up 3%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

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

**Which custodians does Pariax Private Wealth Management use?**
Pariax Private Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Pariax Private Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/301474

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> The maximum annual fee charged for this service is 1.50%. Our firm, in its sole discretion, may determine fees according to the expected scope of the engagement and prospective client -advisor relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $115,360,000
- Discretionary: $115,360,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,600,000 |
| High net worth individuals | 27 | $111,125,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,635,000 |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pariax.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $112,200,000 | 4 | March 8, 2021 |
| October 2022 | $134,125,000 | 3 | March 24, 2022 |
| October 2023 | $105,398,000 | 4 | March 21, 2023 |
| October 2024 | $114,100,000 | 3 | August 19, 2024 |
| October 2025 | $119,403,000 | 3 | February 26, 2025 |
| October 2026 | $115,360,000 | 3 | March 11, 2026 |

Regulatory assets under management: $112,200,000 in the October 2021 data and $115,360,000 in the October 2026 data, up 3%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pariax Private Wealth Management (CRD 301474): Form ADV filing data as of October 2026.