Parcion Private Wealth logo

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. B.
    Principal - Director Of Advisory, Senior Family Advisor
  • Stylized image of a person
    S. K.
    Senior Family Advisor
  • Stylized image of a person
    T. P.
    Senior Family Advisor
  • Stylized image of a person
    M. M.
    Office Coordinator
  • Stylized image of a person
    M. O.
    Family Advisor
  • Stylized image of a person
    O. H.
    Associate

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
Location
Last Update
  • Stylized image of a person
    K. B.
    Principal - Director Of Advisory, Senior Family Advisor
    Apr 09, 2024
  • Stylized image of a person
    S. K.
    Senior Family Advisor
    Jun 08, 2026
  • Stylized image of a person
    T. P.
    Senior Family Advisor
    Jul 17, 2025
  • Stylized image of a person
    M. M.
    Office Coordinator
    Oct 22, 2024
  • Stylized image of a person
    M. O.
    Family Advisor
    Jun 18, 2024
  • Stylized image of a person
    O. H.
    Associate
    Oct 17, 2024

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. 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 July 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 July 2026, Parcion Private Wealth's key employees include:

  • Principal - Director Of Advisory, Senior Family Advisor: K. B.
  • Senior Family Advisor: S. K.
  • Senior Family Advisor: T. P.
  • Office Coordinator: M. M.
  • Family Advisor: M. O.

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