|
⚲
|
| Keyboard |
| Parcion Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 305115 |
| SEC # | 801-117477 |
| CIK # | 0001801263 |
| AUM | 2,951.7 M (2026-03-10) |
| Employees | 28 (50% Investors, 0% Brokers) |
| Phone | 425-278-9555 |
| Address | 11980 NE 24th St Bellevue, WA 98005 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 58.0 | ||
| Nvidia Corp | 38.2 | ||
| Apple Inc | 38.1 | ||
| Coinbase Global Inc | 35.0 | ||
| iShares Comex Gold Trust | 29.0 | ||
| Microsoft Corp | 28.3 | ||
| Alphabet Inc | 26.8 | ||
| Paccar Inc | 26.4 | ||
| Broadcom Inc | 17.9 | ||
| KLA Tencor Corp | 15.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 0.1 |
| (b) Individuals (high net worth individuals) | 106 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,871 | 3.0 |
| By Discretionary | ||
| Discretionary | 941 | 2.1 |
| Non-Discretionary | 930 | 0.8 |
| Total | 1,871 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 1,871 | 3.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001801263] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Certified Advisory Corp
✚
|
FL | 3,044.5 M |
|
Vicus Capital Inc
✚
|
PA | 2,994.4 M |
|
Heritage Financial Services LLC
✚
|
MA | 2,989.6 M |
|
Impact Partnership Wealth LLC
✚
|
GA | 2,964.0 M |
|
Creative Financial Designs Inc
✚
|
IN | 2,941.6 M |
|
Foster & Motley Inc
✚
|
OH | 2,936.5 M |
|
Deschutes Investment Consulting LLC
✚
|
OR | 2,888.1 M |
|
RMR Wealth Builders Inc
✚
|
NJ | 2,885.6 M |
|
Regal Investment Advisors LLC
✚
|
MI | 2,877.3 M |
|
Capital Counsel LLC
✚
|
NY | 2,874.5 M |