Pariax Private Wealth Management
SEC RegisteredSECURING ONE LEGACY AT A TIME
About the firm
Pariax Private Wealth Management is a boutique Private Wealth Management firm that advises clients across the country on the best ways to accumulate, preserve, and transfer wealth. The firm brings life and money together for its clients, offering a customized approach to financial and investment strategies with white glove service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial and investment strategies, wealth accumulation, preservation and transfer, life management, financial reporting, online client portal and smartphone app, stress testing and risk number analytics, and access to Fidelity Institutional Wealth Services, Goldman Sachs Private Bank Select, and U.S. Bank Private Banking.
Who they serve
An exclusive clientele of high and ultra-high net worth individuals and entities.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5 | $2.6M |
| High Net Worth Individuals | 27 | $111M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Pariax Private Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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