PARCION PRIVATE WEALTH LLC

Latest filing: Apr 30, 2025 (83 days ago)

AUM

$2,528,530,625
15% change vs. 1 year ago
20% change vs. 3 years ago
124% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

25
-14% change vs. 1 year ago
14% change vs. 3 years ago
1150% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

BELLEVUE, WA
11980 NE 24TH ST, BELLEVUE, WA, UNITED STATES, 98005

Client AUM

Discretion AUM
Discretionary $2.5
Non-Discretionary $0.0
Total $2.5
Client AUM
Retail $2.5
Pooled $0.0
Institutional $0.0
Total $2.5
Retail Accounts AUM
Individual 50 $0.0
Average Individual AUM $781,444
HNW 125 $2.5
Average HNW AUM $19,915,668
Retail Total 175 $2.5
Average Retail AUM $14,448,746

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
FIDELITY BROKERAGE SERVICES LLC BOSTON-MA-USA $2.0

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $2.5
Retail SMA AUM $2.5
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 25% $0.6
Equity Non-Exch 0% $0.0
Govt Agency 1% $0.0
Municipal 4% $0.1
Sovereign 0% $0.0
IG Credit 2% $0.1
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 48% $1.2
Other Pools 0% $0.0
Cash 6% $0.2
Other 13% $0.3
Total 99% $2.5

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

2 active

Name Title
COOK, TERRANCE, LEO MANAGING MEMBER
SULLIVAN, BRENDAN, M CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

16 active representatives found

Name City State Exams Designations
HARLAN SHULEVITZ BELLEVUE WA S66|2016-11-15 CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST
DIEGO ARIAS BELLEVUE WA S65|2024-04-25
PETER BARNES BELLEVUE WA S63|2021-02-11|S65|2022-06-30
BRENDAN SULLIVAN BELLEVUE WA S66|2008-09-30
KEVIN PENNER BELLEVUE WA S65|2016-07-21 CERTIFIED FINANCIAL PLANNER
PETER BESEL BELLEVUE WA S65|2021-02-22 CERTIFIED FINANCIAL PLANNER
KEVIN CHEN BELLEVUE WA S65|2024-02-16
TERRANCE COOK BELLEVUE WA S63|1993-07-20|S65|1993-07-28
JENNIFER NAGAI BELLEVUE WA S66|2006-01-25
KATHLEEN CARBONE BELLEVUE WA S66|2015-11-30 CERTIFIED FINANCIAL PLANNER
TIM BOND BELLEVUE WA S65|2003-06-16
STACY HEMPHILL BELLEVUE WA S65|2018-09-13
MCKENZIE TONANI BELLEVUE WA S66|2018-10-05
JACOB MAHONEY BELLEVUE WA S63|2010-02-08|S65|2019-07-08
STACEE KRATOVIL BELLEVUE WA CERTIFIED FINANCIAL PLANNER
OWEN HYMEL BELLEVUE WA S65|2023-03-03

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $2.5 $0.0 0% 25 0 0%
2025-04-21 $2.5 $0.0 0% 25 0 0%
2024-04-02 $2.2 $0.3 15% 29 -4 -14%
2023-04-04 $1.7 $0.8 45% 28 -3 -11%
2022-04-01 $2.1 $0.4 20% 22 3 14%
2021-04-05 $1.5 $1.0 66% 20 5 25%
2020-04-01 $1.1 $1.4 124% 2 23 1150%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
WA, AK-01/09/2023, AZ-01/09/2023, CA-03/23/2021, ID-01/09/2023, OR-10/25/2019, TX-10/25/2019, UT-01/09/2023, WA-10/25/2019
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV