NEWPORT BEACH, CACRD 301474Latest ADV March 11, 2026
Pariax Private Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 11, 2026, reports $115M in regulatory assets under management, 3 employees, and 118 accounts.
Assets Under Management
$115M
Employees
3
Offices
--
Total Clients
32
Primary office
NEWPORT BEACH, CA
620 NEWPORT CENTER DRIVE, SUITE 1100, NEWPORT BEACH, CA, United States
Top client segmentHNWI represent 84.4% of total clients.
Top client categories% of clientsClients
1
HNWI
84.4%
27
2
Individuals
15.6%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$115Mas of March 11, 2026
Discretionary100.0%
$115M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$115M
Total Accounts118
10Y AUM Change+$115M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee11:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.