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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-11-2019
- Office Locations
- 1
Office Locations
About Pariax Private Wealth Management
Pariax Private Wealth Management is a boutique wealth advisory firm serving high- and ultra-high-net-worth individuals and entities nationwide. It delivers customized investment management and planning to help clients accumulate, preserve, and transfer wealth, pairing portfolio work with "life management" support. The firm offers detailed financial reporting, a web/mobile client portal, and stress-testing and risk analytics, and works with platforms such as Fidelity Institutional and Goldman Sachs Private Bank Select.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ARIA KHALILI
Chief Compliance Officer, FOUNDER, MANAGING DIRECTOR
- CRD
- #3185148
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,360,000 | $977,627 |
| Non-Discretionary | $0 | -- |
| Total | $115,360,000 | $977,627 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2023
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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