Parcion Private Wealth LLC

Overview

Parcion Private Wealth LLC is an SEC registered investment adviser based in Bellevue, WA, registered since 2019. It reports $3B in assets under management across 1,871 accounts, with 28 employees. It has 15 investment adviser representatives.

Reported AUM

$3B

Discretionary

72%

Accounts

1,871

Average account

$1.6M

Employees

28

Advisory reps

15

Registered since

2019

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 4

• Terrance Leo Cook Managing Member CRD 2363262
• Arthur Rowland Zaske Chief Investment Officer CRD 2563731
• Samuel D King Chief Compliance Officer CRD 8085838

1 more executive officer, with direct contact details

Advisory reps 3 of 15

• Diego Arias Investment Adviser Rep CRD 7796336
• Peter Barnes Investment Adviser Rep CRD 7329058
• Peter Gabriel Besel Investment Adviser Rep CRD 7134238

12 more advisory reps, with emails, phones and branch locations

Location

Headquarters

11980 NE 24th St Ste 210
Bellevue, WA 98005

County

King

Metro area

Seattle-Tacoma-Bellevue, WA

Region

West

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: parcionpw.com

Every state, with registration dates

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