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PARIAX PRIVATE WEALTH MANAGEMENT
Legal name: PARIAX, LLC
CRD 301474File 801-119694
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$115.4M
Bottom 25% of cohort (national)
Discretionary AUM
$115.4M
Clients
32
118 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 26, 2020
- Principal office
- 620 NEWPORT CENTER DRIVE, SUITE 1100, NEWPORT BEACH, CA, 92660
- Phone
- (949) 688-0881
- Website
- HTTPS://WWW.PARIAX.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $115.4M
- Discretionary AUM
- $115.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 118
- Non-discretionary accounts
- 0
- Total accounts
- 118
- AUM per client
- $3.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $111.1M |
| Pension and profit sharing plans | Fewer than 5 | $1.6M |
| Individuals (other than high net worth individuals) | 5 | $2.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 26 | 32 | increased by6 |
| Apr 1, 2026 | AUM | $119,403,000 | $115,360,000 | decreased by$4,043,000 |
| Apr 1, 2026 | Accounts | 106 | 118 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 25 | 26 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $134,125,000 | $119,403,000 | decreased by$14,722,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 105 | 106 | increased by1 |
| Apr 1, 2022 | Employees | 4 | 3 | decreased by1 |
| Apr 1, 2022 | Clients | 23 | 25 | increased by2 |
| Apr 1, 2022 | AUM | $112,200,000 | $134,125,000 | increased by$21,925,000 |
| Apr 1, 2022 | Accounts | 101 | 105 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PARIAX PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PARIAX PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.