RIA Intel›Advisers›Washington›PARCION PRIVATE WEALTH LLC

PARCION PRIVATE WEALTH LLC

Advisory

N·BELLEVUE, WA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Total AUM

$3.0B

1-Year AUM Growth

0.0%

3-Year CAGR

+13.4%

Employees

14

Assets Under Management

Total AUM$3.0B

Discretionary AUM$2.1B

Non-Discretionary AUM$826M

Discretionary %72%

Total Clients175

Team

Total Employees14

Investment Advisers28

Employee Growth (1Y)+38.5%

Filing History

Total Filings on Record17

First FilingSep 11, 2019

Latest FilingMar 10, 2026

🔒 Full AUM trend chart and 17 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PARCION PRIVATE WEALTH LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.