Wealth Manager
    SEC Registered
    Manages Private Funds

    Parcion Private Wealth LLC

    Registered investment advisor · Bellevue, Washington · CRD #305115

    Assets Under Management
    $3B
    Client Accounts
    1,871
    Employees
    28
    CRD Number
    305115
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Parcion Private Wealth LLC

    Parcion Private Wealth LLC is an independent investment advisory firm founded in 2019, specializing in wealth management for entrepreneurs and business owners. It offers comprehensive financial services including investment management and estate planning. The firm is based in Bellevue, WA.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Parcion Private Wealth LLC

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    Frequently Asked Questions

    What is Parcion Private Wealth LLC's AUM?

    Parcion Private Wealth LLC reports approximately $3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Parcion Private Wealth LLC headquartered?

    Parcion Private Wealth LLC is headquartered in Bellevue, Washington.

    What is Parcion Private Wealth LLC's CRD number?

    Parcion Private Wealth LLC's CRD number is 305115. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Parcion Private Wealth LLC manage?

    Parcion Private Wealth LLC manages approximately 1,871 client accounts according to its latest SEC filing.

    Is Parcion Private Wealth LLC SEC registered?

    Yes, Parcion Private Wealth LLC is registered with the SEC as an investment adviser with an approved registration status.

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