PARCION PRIVATE WEALTH LLC
C25
CRD 305115·SEC 801-117477·BELLEVUE, WA
AUM
$2.95B
$1B+
Est. Revenue
$29.5M
@ 1% on AUM
Est. EBITDA
$8.9M
@ 30% margin
Est. Deal Value
$70.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'21 · $1.05B
'22 · $1.52B
'23 · $2.11B
'25 · $2.53B
'26 · $2.95B
'21'26
$1.05B → $2.95B▲ +180%
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 13 advisors
'22 · 11 advisors
'23 · 10 advisors
'25 · 15 advisors
'26 · 14 advisors
'20'26
2 advisors → 14 advisors▲ +600%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
11980 NE 24TH STREETSUITE 210BELLEVUE, WA 98005
Business
11980 NE 24TH STREETSUITE 210BELLEVUE, WA 98005
Edgar Recent Filings
13F-HR2026-04-22 · 0001801263-26-000003
13F-HR2026-01-26 · 0001801263-26-000001