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| Parcion Private Wealth LLC
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|---|---|
| CRD # | 305115 |
| SEC # | 801-117477 |
| CIK # | 0001801263 |
| AUM | $1.7 BB (2023-03-29) |
| Employees | 22 (45% Investors, 0% Brokers) |
| Phone | 425-278-9555 |
| Address | 11980 NE 24th St Bellevue, WA 98005 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 33.2 | ||
| AAPL | 2,382,844.0 | 31.9 | |
| COIN | 13,404.0 | 21.7 | |
| MSFT | 1,918,222.4 | 19.9 | |
| PCAR | 28,930.7 | 18.9 | |
| WY | 24,858.8 | 17.1 | |
| AMOT | 357.0 | 8.4 | |
| CRH | 26,132.3 | 7.1 | |
| CSCO | 178,309.9 | 6.9 | |
| JNJ | 465,600.2 | 6.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 339 | 0.2 |
| (b) Individuals (high net worth individuals) | 202 | 1.9 |
| (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 | 1,123 | 2.1 |
| By Discretionary | ||
| Discretionary | 1,123 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,123 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 1,123 | 2.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001801263] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Washington Trust Advisors Inc
✚
|
MA | 1.8 |
|
Icon Wealth Advisors LLC
✚
|
TX | 1.8 |
|
JAG Capital Management LLC
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|
MO | 1.8 |
|
Arbion Limited
✚
|
1.8 | |
|
The Edgar Lomax Company
✚
|
VA | 1.8 |
|
Compass Capital Management Inc
✚
|
MN | 1.8 |
|
John F Suby Wealth Management LLC
✚
|
WI | 1.8 |
|
Comperio Retirement Consulting Inc
✚
|
NC | 1.7 |
|
Urban Investment Advisors Inc
✚
|
CA | 1.7 |
|
Acropolis Investment Management LLC
✚
|
MO | 1.7 |