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Parcion Private Wealth
Work Here?
Independent wealth management for high-net-worth individuals
Parcion Private Wealth
Work Here?
Independent wealth management for high-net-worth individuals
Overview
Parcion Private Wealth provides independent wealth management with a family-office approach for high-net-worth business owners, entrepreneurs, and first-generation wealth creators and their families. It blends financial planning with non-financial life considerations, coordinating investment management, tax strategy, estate planning, succession, charitable giving, and lifestyle services through a single team. The firm differentiates itself by offering an integrated, single-touchpoint experience and advocacy for clients during business exits. Its goal is to help clients grow, protect, transfer, and enjoy their wealth over time in line with business realities and family priorities.
About Parcion Private Wealth
Industries
Consulting
Financial Services
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Bellevue, Washington
Founded
2019
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Simplify's Take
What believers are saying
- Parcion hit over $2.7 billion AUM by May 2025.
- The firm added Dan McCollum and Sam King in May 2025.
- Parcion earned Wealth Management's 2026 RIA Edge 100 recognition.
What critics are saying
- Founder dependence persists; Terry Cook remains CEO and chief investment strategist.
- Parcion's growth story concentrates on advisory talent, making retention critical through 2026.
- A weak market or one bad compliance event would damage trust immediately.
What makes Parcion Private Wealth unique
- Bellevue multi-family office serving entrepreneurs through liquidity events and family-office planning.
- Terry Cook and Kyle Caouette launched Parcion in 2019 after UBS.
- Parcion reached Forbes Top RIA #18 in October 2025.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Disability Insurance
Life Insurance
401(k) Company Match
Paid Vacation
Hybrid Work Options
Flexible Work Hours
Wellness Program
Professional Development Budget
Company Social Events
Employee Discounts
Company News
Parcion Private Wealth LLC acquired a new stake in Vanguard ESG U.S. Stock ETF in the 1st quarter valued at $313,000.
Parcion Private Wealth LLC invests $5.91 million in Allison Transmission Holdings, Inc. (NYSE:ALSN).
Finally, Parcion Private Wealth LLC acquired a new stake in Avantis U.S. Equity ETF in the second quarter valued at about $1,046,000.
Parcion Private Wealth is honored to announce that Parcion was named Best Investment Firm in 425 Business Magazine's inaugural "Best in Business" awards!
This past year, Parcion Private Wealth has welcomed new families to its family office, new talent to the team, and been recognized as a Top RIA and Advisor in the U.S. and Washington State, a Best Place to Work in Greater Seattle, and a Top Philanthropic Company and Charitable Champion both regionally and nationally.
Parcion Private Wealth is Hiring for 2 Jobs on Simplify!
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About Parcion Private Wealth
Industries
Consulting
Financial Services
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Bellevue, Washington
Founded
2019
Parcion Private Wealth is Hiring for 2 Jobs on Simplify!
Find jobs on Simplify and start your career today