Aria Khalili
Aria Khalili is a registered investment advisor at Pariax Private Wealth Management, based in Newport Beach, CA, with 28 years of industry experience. Aria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 26 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pariax Private Wealth Management offers a wrap fee program. Financial planning and portfolio monitoring are offered as complimentary services to wrap asset management clients.
Location
620 Newport Center Drive, Suite 1100, Newport Beach, CA, 92660
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Regulatory History (1)
Customer Dispute
August 2015Other Business Activities
Aria is an officer of Runway Motorcars, LLC since 2007 and president of Nawk Development Inc, a real estate development company, since 2020. Both activities require a few hours per week each.
Employment History
Current Registrations
Pariax Private Wealth Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.Broker
Signator Investors, INC.Broker
UBS Financial Services INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.