Parcion Private Wealth
Finance · Washington, United States · 11-50 Employees
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Overview
Headquarters
10700 Northup Way Ste 110, Bellevue, Was...Phone Number
(425) 278-9555Website
www.parcionpw.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Feb
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ZI Rank
1
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3
2
2
2
About Parcion Private Wealth
Parcion is an independent advisory firm specializing in wealth management for successful entrepreneurs, business owners, and their families. They offer a boutique family-office approach that encompasses comprehensive financial planning beyond just portfolio management. Parcion fosters a unique community by providing exclusive access to investment opportunities, philanthropic initiatives, and cultural events. Their commitment to personalized service and legacy preservation has earned them recognition as a top firm in the financial services industry.Explore more
Parcion Private Wealth Org Chart
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2020
Debt
$350K
Parcion Private Wealth Tech Stack
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Parcion Private Wealth News & Media
Parcion announces two key leadership changes | News - Institutional Real Estate, Inc.
Parcion Private Wealth, a multi-family office based in Bellevue, Wash., has announced two key executive appointments. The firm has named Dan McCollum as CIO, and has appointed Sam King as COO and chief compliance officer, expanding its leadership bench as the firm surpasses $2.7 billion in assets under management.Parcion Private Wealth Expands Leadership Team with Appointment of Veteran Executives
BELLEVUE, Wash.--(BUSINESS WIRE)--Parcion Private Wealth, a nationally recognized multi-family office based in Bellevue, Washington, today announced two key executive appointments as part of its continued investment in talent and growth. The firm has named Dan McCollum as Chief Investment Officer, and Sam King as Chief Operating Officer and Chief Compliance Officer, expanding its leadership bench as the firm surpasses $2.7 billion in assets under management. Founded in 2019, Parcion is purpose-Parcion Private Wealth Celebrates Fifth Anniversary with Remarkable Growth and Industry Recognition
BELLEVUE, Wash.--(BUSINESS WIRE)-- #BusinessOwners--Parcion Private Wealth, an independent multi-family office based in Bellevue, WA, proudly marks its fifth anniversary. Since its founding in 2019, the firm has grown its assets under management (AUM) to over $2.41 billion, highlighting its dedication to optimizing wealth events for entrepreneurs, business owners and their families. Parcion’s fifth anniversary comes directly on the heels of a recognition by Forbes, which ranked Parcion as the #2Parcion Private Wealth Celebrates Third Anniversary with Impressive Growth and Prestigious Honor
SEATTLE--(BUSINESS WIRE)--Parcion Private Wealth, a Seattle-area wealth management firm focused on helping business owners and entrepreneurs optimize wealth events, celebrated its third anniversary with firmwide growth, increasing its assets under management and expanding its team of investment professionals. “Over the past year, our firm has celebrated many milestones, from increasing our overall assets under management to continuing to bolster our team to expand our array of services,” said P
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Parcion is an independent advisory firm specializing in wealth management for successful entrepreneurs, business owners, and their families. They offer a boutique family-office approach that encompasses comprehensive financial planning beyond just portfolio management. Parcion fosters a unique community by providing exclusive access to investment o... Read More
