Pariax Private Wealth Management

Pariax Private Wealth Management, established in Newport Beach, CA, offers a wrap fee program for clients seeking tailored investment advisory services. Acting as a fiduciary, the firm prioritizes transparency and client interests, managing assets for various client types, including individuals, trusts, and corporations. Clients must maintain a minimum account balance of $1,000,000 for asset management services. The firm's investment strategies include asset allocation, equity securities, ETFs, fixed income, and long-term and short-term purchases. Pariax conducts thorough analysis, including charting, cyclical analysis, fundamental analysis, and qualitative analysis. The firm's portfolio managers are licensed IARs who work closely with clients to understand their goals and risk tolerance. Clients have direct access to their portfolio managers for inquiries. The firm does not recommend other wrap programs and does not charge performance-based fees. Pariax's Chief Compliance Officer oversees adherence to the firm's Code of Ethics, ensuring ethical standards and compliance with securities laws. The firm does not provide cash compensation for client referrals and maintains financial transparency without bankruptcy history.