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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, ARTHUR, DOUGLAS | I | CCO & COO | NA | Control |
| JOHNSON, ARTHUR, DOUGLAS | I | CCO & COO | NA | Control |
| JOHNSON, ARTHUR, DOUGLAS | I | CCO & COO | NA | Control |
| JOHNSON, ARTHUR, DOUGLAS | I | CCO & COO | NA | Control |
| JOHNSON, ARTHUR, DOUGLAS | I | CCO & COO | NA | Control |
| King, Samuel, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SULLIVAN, BRENDAN, M | I | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | NA | Control |
| SULLIVAN, BRENDAN, M | I | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | NA | Control |
| SULLIVAN, BRENDAN, M | I | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | NA | Control |
| SULLIVAN, BRENDAN, M | I | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | NA | Control |
| SULLIVAN, BRENDAN, M | I | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | NA | Control |
| SULLIVAN, BRENDAN, M | I | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | NA | Control |
| SULLIVAN, BRENDAN, M | I | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | NA | Control |
| CNSL MANAGEMENT ENTERPRISES, LLC | DE | MEMBER | E | Control |
| COOK, TERRANCE, LEO | I | MANAGING MEMBER | E | Control |
| COOK, TERRANCE, LEO | I | MANAGING MEMBER | E | Control |
| COOK, TERRANCE, LEO | I | MANAGING MEMBER | E | Control |
| COOK, TERRANCE, LEO | I | MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | E | Control |
| COOK, TERRANCE, LEO | I | MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | E | Control |
| COOK, TERRANCE, LEO | I | MANAGING MEMBER | E | Control |
| COOK, TERRANCE, LEO | I | MANAGING MEMBER | D | Control |
| COOK, TERRANCE, LEO | I | MANAGING MEMBER | D | Control |
| COOK, TERRANCE, LEO | I | MANAGING MEMBER | D | Control |
| COOK, TERRANCE, LEO | I | MANAGING MEMBER | D | Control |
| COOK, TERRANCE, LEO | I | MANAGING MEMBER | D | Control |
| COOK, TERRANCE, LEO | I | MANAGING MEMBER | D | Control |
| COOK, TERRANCE, LEO | I | MANAGING MEMBER & CCO | D | Control |
| COOK, TERRANCE, LEO | I | MANAGING MEMBER | D | Control |
| COOK, TERRANCE, LEO | I | MANAGING MEMBER | D | Control |
| COOK, TERRANCE, LEO | I | MANAGING MEMBER | D | Control |
| COOK, TERRANCE, LEO | I | MANAGING MEMBER | D | Control |
| COOK, TERRANCE, LEO | I | MANAGING MEMBER | D | Control |
| CAOUETTE, KYLE | I | MEMBER | B | Control |
| CAOUETTE, KYLE | I | MEMBER | B | Control |
| CAOUETTE, KYLE | I | MEMBER | B | Control |
| CAOUETTE, KYLE | I | MEMBER | B | Control |
| CAOUETTE, KYLE | I | MEMBER | B | Control |
| CAOUETTE, KYLE | I | MEMBER | B | Control |
| CAOUETTE, KYLE | I | MEMBER | B | Control |
| CAOUETTE, KYLE | I | MEMBER | B | Control |
| CAOUETTE, KYLE | I | MEMBER | B | Control |
| CAOUETTE, KYLE | I | MEMBER | B | Control |
| CAOUETTE, KYLE, KOSUKE HA'AHEO | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CAOUETTE, KYLE, KOSUKE HA'AHEO | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Apr 30, 2025 REGISTERED
Notice Filings (8)
AK AZ CA ID OR TX UT WA
Address
11980 NE 24TH STSUITE 210
BELLEVUE, WA 98005
United States
Phone: 425-278-9555