Parcion Private Wealth LLC

Parcion Private Wealth serves individuals, trusts, estates, corporations and other business entities and states a typical minimum relationship size of $10 million (subject to waiver). The firm provides comprehensive wealth management and consulting services, including financial planning, retirement and tax planning, and both discretionary and non‑discretionary portfolio management.

In managing client assets Parcion allocates among individual equities, fixed income, ETFs and mutual funds, and may retain Independent Managers for specific needs; it also recommends alternative investments such as structured notes and privately placed pooled vehicles when appropriate. The firm applies both fundamental and technical analysis, tailors asset allocation to each client’s risk tolerance and time horizon, and routinely advises on held‑away assets such as variable insurance contracts and employer‑sponsored retirement plans.

Parcion’s roughly $2.95 billion in assets under management across about 165 clients implies relatively large, customized relationships compared with many multi‑team peers. Operationally the firm participates in a negotiated Family Office–style arrangement with its primary custodian that provides a dedicated service team, block trading and technology support, and it also refers insurance through independent agencies (potentially sharing commissions) and offers margin and custom collateralized loan options—features that have service implications and introduce specific conflicts of interest to consider.