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PARCION PRIVATE WEALTH LLC

BELLEVUE, WA · CRD 305115 · IAPD ↗ · 425-278-9555

$2.95BRegulatory AUM
14Advisory reps
28Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — PARCION PRIVATE WEALTH LLC reported RAUM up 26% ($1.75B -> $2.19B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2024 — PARCION PRIVATE WEALTH LLC grew from 13 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
78
April 2024 — PARCION PRIVATE WEALTH LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.