Parcion Private Wealth Employee Directory

Financial ServicesWashington, United States11-50 Employees

Parcion Private Wealth is an independent wealth management firm based in Bellevue, Washington. It serves high-net-worth business owners, entrepreneurs, and first-generation wealth creators and their families, adopting a family-office approach to steward wealth across generations.

Its services cover cash flow optimization, tax mitigation, estate planning, and succession planning, with an emphasis on aligning financial decisions with family goals and values. Parcion positions itself as a single touchpoint for both financial and non-financial needs, delivering investment management, wealth transfer and protection, charitable giving, and lifestyle and family support services, and it marked its fifth anniversary in 2024 while receiving several industry accolades.

Find Parcion Private Wealth employees' phone numbers or email addresses

Parcion Private Wealth Global Highlights

Location
Employees

North America
49

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  • United States Of America
    49

Asia
1

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  • Iran
    1

Parcion Private Wealth's Leadership

  • Stylized image of a person
    K. V.
    Partner
    Phone icon
  • Stylized image of a person
    G. C.
    Associate Director Client Service Specialist
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  • Stylized image of a person
    K. B.
    Principal - Director Of Advisory, Senior Family Advisor
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  • Stylized image of a person
    R. H.
    Family Wealth Advisor, Advanced Planning Team Lead
    Phone icon
  • Stylized image of a person
    S. K.
    Senior Family Advisor
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  • Stylized image of a person
    T. P.
    Senior Family Advisor
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  • Stylized image of a person
    M. M.
    Office Coordinator
    Phone icon
  • Stylized image of a person
    M. O.
    Family Advisor
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Parcion Private Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Community & Social Services
  • Education
  • Other

Contact profiles from Parcion Private Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. V.
    Partner
    Phone icon
    United StatesNorth Carolina
    Oct 16, 2024
  • Stylized image of a person
    G. C.
    Associate Director Client Service Specialist
    Phone icon
    UNITED STATES
    May 08, 2024
  • Stylized image of a person
    K. B.
    Principal - Director Of Advisory, Senior Family Advisor
    Phone icon
    Apr 09, 2024
  • Stylized image of a person
    R. H.
    Family Wealth Advisor, Advanced Planning Team Lead
    Phone icon
    UNITED STATES
    Oct 23, 2024
  • Stylized image of a person
    S. K.
    Senior Family Advisor
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    T. P.
    Senior Family Advisor
    Phone icon
    Jul 17, 2025
  • Stylized image of a person
    M. M.
    Office Coordinator
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. O.
    Family Advisor
    Phone icon
    Jun 18, 2024
  • Stylized image of a person
    O. H.
    Associate
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    J. W.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Parcion Private Wealth known for?

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Parcion Private Wealth was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 11980 Northeast 24th Street Suite 210 Bellevue, Washington 98005 United States. Explore Parcion Private Wealth's company overview page for more information.

What is Parcion Private Wealth's most common email format?

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Parcion Private Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Parcion Private Wealth email formats with LeadIQ.

How many employees does Parcion Private Wealth have currently?

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Parcion Private Wealth has approximately 32 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Parcion Private Wealth's key employees and leadership?

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As of June 2026, Parcion Private Wealth's key employees include:

  • Partner: K. V.
  • Associate Director Client Service Specialist: G. C.
  • Principal - Director Of Advisory, Senior Family Advisor: K. B.
  • Family Wealth Advisor, Advanced Planning Team Lead: R. H.
  • Senior Family Advisor: S. K.

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