Parcion Private Wealth LLC
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 305115
- Registered since
- October 11, 2019
- Website
- parcionpw.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.78%
- Individuals3.22%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Parcion Private Wealth LLC is an independent, SEC-registered registered investment adviser that began filing in 2019 and is structured as a limited liability company owned by an individual. The firm serves individuals and families and operates as a capital allocator, using both discretionary and non-discretionary mandates and charging advisory fees via a percentage-of-AUM schedule and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, manager-of-managers selection, and educational workshops. Parcion identifies as an active ESG investor and conducts manager selection and third-party allocations as part of its service set. The firm appeared on Forbes’ lists of top RIAs in 2022, 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities28%
- Other13%
- Cash & Cash Equivalents7%
- State & Local Bonds3%
Owners & executives
3 of 3Arthur Zaske
Deputy Chief Investment OfficerCRD 2563731
Terrance Cook
Chief Executive OfficerCRD 2363262
Samuel King
Chief Operating Officer and Chief Compliance OfficerCRD 8085838
Contacts
3 of 14
Peter Besel
Family AdvisorCRD 7134238
Jennifer Nagai
Senior Client SpecialistCRD 4924329
Diego Arias
Family AdvisorCRD 7796336
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 115Active vs passive
$1.5B in ETFs
78%
$1.1B
15%
$320M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $281M | 1,164,982 | 19.12% |
Location
Bellevue, WA
King
Location
Bellevue, WA
Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 11980 Ne 24th St
- Time zone
- PT (UTC-8)
- Office locations
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