PARCION PRIVATE WEALTH LLC

11980 Ne 24th St
Suite 210
Bellevue, Washington 98005
Tel: 425-278-9555

About PARCION PRIVATE WEALTH LLC

PARCION PRIVATE WEALTH LLC, formally registered with the SEC as PARCION PRIVATE WEALTH LLC. The firm was established in 10/11/2019. They have over 1 offices throughout the country.

PARCION PRIVATE WEALTH LLC is a Bellevue, Washington based Financial Planning firm with nearly $1,745,409,940 assets under management, offering retirement planning & investment advisory services to 1221 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305115
SEC#	801-117477
Assets Managed by Firm	$1,745,409,940
No. of Clients	1221
No. of Advisors	28

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1221	$1,745,409,940
Individuals (other than high net worth individuals)	140	$1,712,808,313
High net worth individuals	112	$32,601,627

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