Parcion Private Wealth LLC
● SEC registered since 2019CRD 305115SEC# 801-117477Bellevue, WA
Reg. AUM
$2.95B
Employees
28
Accounts
1,871
Location
Bellevue, WA
Parcion Private Wealth LLC assets under management
Parcion Private Wealth LLC is a registered investment adviser overseen by the SEC based in Bellevue, WA. The firm has been registered since 2019. It reports $3 billion in regulatory assets under management and employs 28 people.
Parcion Private Wealth LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arthur Rowland Zaske Control | Chief Investment Officer | Under 5% | 2025 |
| Kathleen Elizabeth Carbone | Partner | Under 5% | 2025 |
| Samuel D King Control | Chief Compliance Officer | Under 5% | 2025 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Parcion Private Wealth LLC manage?
Parcion Private Wealth LLC reports $3 billion in regulatory assets under management on its Form ADV.
How many employees does Parcion Private Wealth LLC have?
Parcion Private Wealth LLC reports 28 employees.
Where is Parcion Private Wealth LLC located?
Parcion Private Wealth LLC is based in Bellevue, WA and has been SEC-registered since 2019.
Does Parcion Private Wealth LLC disclose fund performance?
Parcion Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11980 NE 24th St, Suite 210, Bellevue, WA 98005 |
| Phone | 425-278-9555 |
| Office hours | 7:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.95B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$2.95Bregulatory AUM
Discretionary $2.13BNon-discretionary $826.1M