Parcion Private Wealth Revenue
Financial Services • 
Bellevue, Washington, United States • 21-50 Employees
Parcion Private Wealth revenue & valuation
| Annual revenue | $2,481,095 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $8,000,000 |
| Total funding | No funding |
Key Contacts at Parcion Private Wealth
Lauren Small
Director Of Finance & Operations
Stacy Hemphill
Director Of Marketing
Stan Hall
Director Of Marketing
Kevin Penner
Director Of Advisory | Senior Family Advisor
Jennifer Nagai
Client Experience Manager, Director & Partner
Jacob Mahoney
Director Of Client Service
Company overview
| Headquarters | 11980 NE 24th St, Ste. 210, Bellevue, Washington 98005, US |
| Phone number | +14252789555 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Services, Wealth Management, Financial Planners |
| Founded | 2019 |
| Employees | 21-50 |
| Socials |
Parcion Private Wealth Email Formats
Parcion Private Wealth uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@parcionpw.com), used 59.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@parcionpw.com | 59.1% |
{first name}.{last name} | john.doe@parcionpw.com | 36.4% |
{first initial} | j@parcionpw.com | 4.5% |
About Parcion Private Wealth
Based in Bellevue, WA, and led by nationally ranked financial advisor Terry Cook, CFP® CIMA®, Parcion Private Wealth (Parcion) is an independent wealth management firm servicing high-net-worth business owners, entrepreneurs, and first-generation wealth creators and their families. With a distinctive family-office approach, Parcion partners with families to unlock the true potential of their wealth. Parcion is committed to supporting them in taking care of the people they love for generations and helping them think bigger about what's next, keeping more of what they've built for themselves, their families, and the causes they care about. The Parcion team has years of experience assisting business owners through a sale or transition, advocating for the client's best interests. Parcion provides holistic wealth management solutions that encompass all aspects of each family's lives, from cash flow optimization and tax mitigation, to estate planning and succession, and beyond. The firm offers entrepreneurs and business owners a single touchpoint for both their financial and non-financial lives, by streamlining and simplifying advice and solutions across its offerings, including investment management, wealth enhancement, wealth transfer, wealth protection, charitable giving, and lifestyle and family support services.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Parcion Private Wealth has 14 employees across 6 departments.
Departments
Number of employees
Funding Data
Parcion Private Wealth has never raised funding before.
Parcion Private Wealth Tech Stack
Discover the technologies and tools that power Parcion Private Wealth's digital infrastructure, from frameworks to analytics platforms.
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