PARIAX PRIVATE WEALTH MANAGEMENT

Overview

Pariax Private Wealth Management is an independent, owner-operated registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm serves individual and family clients on a fee‑based, percentage-of-AUM model and positions itself as a high-touch advisory practice rather than a capital allocator; it sources alternative strategies through external third‑party managers rather than running in‑house funds. Core services include financial planning and discretionary portfolio management for individuals, small businesses and institutional entities, with pension consulting listed among its advisory capabilities. Pariax is not identified as an ESG‑focused manager and maintains a single‑state registration footprint. Investment behavior shows a clear tilt toward exchange‑traded strategies and liquid equities while layering in private market and credit exposures via outside managers. Custodial and operational choices point to a concentrated infrastructure designed to support a compact client base with individualized portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices