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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-10-2025
- Office Locations
- 1
Office Locations
About Pairone Private Wealth
PairOne Private Wealth is an independent Minnesota-registered RIA providing investment management and ongoing financial planning for young professionals, growing families, and those approaching or in retirement. The firm builds personalized plans in MoneyGuide covering retirement, taxes, insurance and investments, with semi-annual review meetings, quarterly portfolio rebalancing, and coordination of estate planning and beneficiary/account structures. No commissions, transparent flat AUM and annual planning fees, and no investment minimums; custody includes Charles Schwab.
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Owner & Executives
Adam Ray Duchon
Chief Compliance Officer, Financial Advisor
- CRD
- #7143442
- Ownership
- 50% but less than 75%
Spencer Schneider
Financial Advisor
- CRD
- #8104230
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,805,642 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,805,642 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,805,642
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,659,436,881 | 28.4% |
| Other | $1,180,303,697 | 20.2% |
| Equity - Exchange | $1,665,279,968 | 28.5% |
| Cash | $1,338,067,062 | 22.9% |
| Total | $5,843,087,608 | 100.0% |