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PARCION PRIVATE WEALTH LLC
CRD 305115File 801-117477
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.95B
Top 25% of cohort (national)
Discretionary AUM
$2.13B
Non-discretionary $826.1M
Clients
165
1,871 accounts
Employees
28
Top 10% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 11, 2019
- Principal office
- 11980 NE 24TH ST, SUITE 210, BELLEVUE, WA, 98005
- Phone
- 425-278-9555
- Website
- http://www.parcionpw.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.95B
- Discretionary AUM
- $2.13B
- Non-discretionary AUM
- $826.1M
- Discretionary accounts
- 941
- Non-discretionary accounts
- 930
- Total accounts
- 1,871
- AUM per client
- $17.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 106 | $2.86B |
| Individuals (other than high net worth individuals) | 59 | $95.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 25 | 28 | increased by3 |
| Apr 1, 2026 | Clients | 175 | 165 | decreased by10 |
| Apr 1, 2026 | AUM | $2,528,530,625 | $2,951,714,286 | increased by$423,183,661 |
| Apr 1, 2026 | Accounts | 1,610 | 1,871 | increased by261 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 25 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 541 | 175 | decreased by366 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,113,627,547 | $2,528,530,625 | increased by$414,903,078 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,123 | 1,610 | increased by487 |
| Apr 1, 2022 | Employees | 20 | 22 | increased by2 |
| Apr 1, 2022 | Clients | 186 | 541 | increased by355 |
| Apr 1, 2022 | AUM | $1,521,216,909 | $2,113,627,547 | increased by$592,410,638 |
| Apr 1, 2022 | Accounts | 897 | 1,123 | increased by226 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PARCION PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PARCION PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.