1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PARIAX PRIVATE WEALTH MANAGEMENT

Map pinNEWPORT BEACH, CA
Phone(949) 688-0881
NotebookSEC #801-119694
Total AUM
$115.4M
Employees
3
Clients
33

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
620 NEWPORT CENTER DRIVE
SUITE 1100
NEWPORT BEACH
CA 92660
United States
Operating Hours
8AM-4PM
Monday - Friday
Phone
(949) 688-0881

ReceiptFinancials

Total AUM
$115.4M
Accounts
118
Discretionary
$115.4M
Accounts
118
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
5
AUM
$2.6M
HNW Individual Clients
27
AUM
$111.1M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account