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PARCION PRIVATE WEALTH LLC
CRD 305115 · SEC 801-117477
11980 NE 24TH ST, SUITE 210, BELLEVUE, WA, 98005, United States
Phone
425-278-9555
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.95B
Discretionary AUM
$2.13B
Team
28 total employees; 14 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $95.1M |
| High net worth individuals | 106 | $2.86B |
States served
AK, AZ, CA, ID, OR, UT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD