Parcion Private Wealth LLC

Firm record

As recorded in SEC IAPD

Firm CRD

305115

SEC number

801-117477

Firm type

RIA

Assets under management

$3.0B as of Mar 10, 2026

Website

www.facebook.com/parcionpw ↗

Phone

425-278-9555

Address

11980 Ne 24th St, Bellevue, WA, 98005

Advisors at this firm

15 in our index · page 1 of 1

• Diego AriasCRD 7796336 · Bellevue, WA
  IA Registered
• Peter BarnesCRD 7329058 · Bellevue, WA
  IA RegisteredRegistration inactive
• Peter Gabriel BeselCRD 7134238 · Bellevue, WA
  IA Registered
• Kathleen Elizabeth CarboneCRD 6183322 · Bellevue, WA
  IA RegisteredRegistration inactive
• Terrance Leo CookCRD 2363262 · Bellevue, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Zachary Shaw ClevelandCRD 6669327 · Bellevue, WA
  IA RegisteredRegistration inactive
• Jack DolanCRD 7840295 · Bellevue, WA
  IA RegisteredRegistration inactive
• Stacee Leigh KratovilCRD 7185765 · Bellevue, WA
  IA Registered
• Kalena Larry LaurentCRD 8175560 · Bellevue, WA
  IA Registered
• Abigail Frances MillerCRD 7915823 · Bellevue, WA
  IA Registered
• Nathan James MumfordCRD 7313537 · Bellevue, WA
  IA Registered
• Jennifer NagaiCRD 4924329 · Bellevue, WA
  IA RegisteredRegistration inactive
• Kevin Lewis PennerCRD 6670953 · Bellevue, WA
  IA Registered
• Daniel ReubenCRD 7265409 · Bellevue, WA
  IA RegisteredRegistration inactive
• Tyler Frank RockwellCRD 8113859 · Bellevue, WA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.