Parcion Private Wealth LLC
Parcion Private Wealth LLC (CRD# 305115) is a financial advisory firm headquartered in Bellevue, WA. They manage $1,745,409,940 in 1,221 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management1,745MILLION
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Total Number of Accounts1,221ACCOUNTS
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Average Account Value$1,429,492
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

AK, AZ, CA, ID, OR, TX, UT, WA
Kathleen Boyle (CRD# 6183322) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 7 years of experience in the finance industry. Kathleen Boyle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Terrance Cook (CRD# 2363262) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 30 years of experience in the finance industry.
John De Carvalho (CRD# 5113789) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has 1 year of experience in the finance industry.
Blake McKibbin (CRD# 5512921) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 14 years of experience in the finance industry.
James Moore (CRD# 2210939) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has 1 year of experience in the finance industry.
Jennifer Nagai (CRD# 4924329) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 17 years of experience in the finance industry.
Stacy Schwaegler (CRD# 7007140) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 5 years of experience in the finance industry.
Brendan Sullivan (CRD# 5524052) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 14 years of experience in the finance industry.
Peter Barnes (CRD# 7329058) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 2 years of experience in the finance industry.
Peter Besel (CRD# 7134238) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 2 years of experience in the finance industry.