PARCION PRIVATE WEALTH LLC

RIASEC RegisteredEst. 2019

Total AUM

$3B

Discretionary

$2.1B

72% of AUM

Avg account

$1.6M

Accounts

1,871

Employees

Advisory reps

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

FINTRX

Overview

Parcion Private Wealth LLC is an independent registered investment adviser that positions itself as a capital allocator for high-net-worth individuals and families. The firm combines discretionary portfolio management with financial planning and the selection of third‑party managers, and it runs educational seminars and workshops for clients. Parcion identifies as an active ESG investor, which it applies across manager selection and public fund choices. Its fee model mixes percentage-of-AUM pricing with fixed fees, reflecting a hybrid approach to serving smaller institutional-type needs alongside traditional private wealth relationships. Founded as an SEC-registered adviser in 2019 and structured as a limited liability company under individual ownership, the firm focuses on individualized and family clients rather than institutional pension consulting. Parcion’s business model emphasizes both direct management of public securities and the use of external specialist managers for alternative strategies. Parcion has been recognized by Forbes as a Top RIA in 2022, 2023 and 2024.