PARCION PRIVATE WEALTH LLC
CRD #305115 SEC #801-117477 BELLEVUE, WA 425-278-9555
SEC Registered
Total AUM
$2.5B
Discretionary
$2.5B
Employees
25
Clients
101
Accounts
1,610
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $2.5B | $2.5B | $42.4M | 25 | 0 |
| Mar 2025 | $2.5B | $2.5B | $42.4M | 25 | 0 |
| Dec 2024 | $2.2B | $2.2B | $0 | 29 | 0 |
| Mar 2024 | $2.2B | $2.2B | $0 | 29 | 0 |
| Apr 2023 | $1.7B | $1.7B | $0 | 28 | 0 |
| Mar 2023 | $1.7B | $1.7B | $0 | 28 | 0 |
| Jan 2023 | $2.1B | $2.1B | $0 | 22 | 0 |
| Mar 2022 | $2.1B | $2.1B | $0 | 22 | 0 |
| Jan 2022 | $1.5B | $1.5B | $0 | 20 | 0 |
| Oct 2021 | $1.5B | $1.5B | $0 | 20 | 0 |
| Aug 2021 | $1.5B | $1.5B | $0 | 20 | 0 |
| Apr 2021 | $1.5B | $1.5B | $0 | 20 | 0 |
| Mar 2021 | $1.5B | $1.5B | $0 | 20 | 0 |
| Sep 2020 | $1.1B | $1.1B | $0 | 18 | 0 |
| Jun 2020 | $1.1B | $1.1B | $0 | 18 | 0 |
| May 2020 | $1.1B | $1.1B | $0 | 18 | 0 |
| Feb 2020 | $1.1B | $1.1B | $0 | 2 | 0 |
| Oct 2019 | $0 | $0 | $0 | 2 | 0 |
| Sep 2019 | $0 | $0 | $0 | 1 | 0 |
DateApr 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$42.4M
Employees25
Clients0
DateMar 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$42.4M
Employees25
Clients0
DateDec 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees29
Clients0
DateMar 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees29
Clients0
DateApr 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees28
Clients0
DateMar 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees28
Clients0
DateJan 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees22
Clients0
DateMar 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees22
Clients0
DateJan 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees20
Clients0
DateOct 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees20
Clients0
DateAug 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees20
Clients0
DateApr 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees20
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees20
Clients0
DateSep 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateMay 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateFeb 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees2
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0