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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-11-2019
- Office Locations
- 1
Office Locations
About Parcion Private Wealth LLC
Parcion Private Wealth is an independent RIA with a boutique, private family-office approach for first-generation wealth creators, business owners, and their families—often around life-changing liquidity events. The firm delivers concierge planning beyond portfolio management and fosters a curated client community with exclusive events, philanthropic initiatives, and access to select investment opportunities. Custody includes Fidelity/NFS, and the team is Forbes|SHOOK-recognized.
Reported data analysis
What the numbers show
Between April 30, 2025 and March 10, 2026, reported AUM increased 16.7%, from $2.5B to $3.0B.
Across 5 reported observations, AUM increased 39.7% between March 30, 2022 and March 10, 2026, from $2.1B to $3.0B.
Of the latest reported AUM, 72.0% is discretionary and 28.0% is non-discretionary.
The firm reports 14 advisory representatives and 165 clients, or 11.8 clients per representative. That equates to $17.9M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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The full Parcion Private Wealth LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TERRANCE LEO COOK
Managing Member, Managing Principal
- CRD
- #2363262
- Ownership
- 75% or more
KATHLEEN ELIZABETH CARBONE
Advisor, PARTNER
- CRD
- #6183322
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Diego Arias
Advisor
- CRD
- #7796336
Peter Gabriel Besel
Advisor
- CRD
- #7134238
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,125,651,659 | $2,258,928 |
| Non-Discretionary | $826,062,627 | $888,239 |
| Total | $2,951,714,286 | $1,577,613 |
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Separately Managed Accounts
SMA allocation detail is available
Parcion Private Wealth LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Parcion Private Wealth LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.