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Advisor

Aria Khalili

Pariax Private Wealth Management · Newport Beach, California

Aria Khalili is a fee-only financial advisor at Pariax Private Wealth Management in Newport Beach, California. Pariax Private Wealth Management reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Who they serve

  • Ultra high net worth

Facts

FirmPariax Private Wealth Management
Based in Newport Beach, California
Fee model (firm's Form ADV)Percentage of assets
Assets under management$115.4M across 118 accounts
SEC registration Investment adviser representative in CA · CRD 3185148
Exams passedSeries 66 (1999)
Firm size3 employees
Disclosures Reported; see the SEC record
Websitewww.pariax.com

How Aria's firm compares

  • Pariax Private Wealth Management's average account is about $978,000, from its Form ADV (assets managed divided by 118 accounts).

What fee-only advisors charge in California

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Questions about Aria

Is Aria Khalili a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Aria holds no broker registration, and Pariax Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Aria charge for financial advice?

Aria's firm, Pariax Private Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

Where is Aria Khalili based?

Aria Khalili is based in Newport Beach, California.

Is Aria Khalili registered with the SEC?

Yes. Aria Khalili is registered as an investment adviser representative in CA (CRD 3185148), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does Pariax Private Wealth Management manage?

Pariax Private Wealth Management reports $115.4M across 118 accounts in assets under management.

How do I contact Aria Khalili?

Through Aria's website, www.pariax.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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