# PARCION PRIVATE WEALTH LLC

PARCION PRIVATE WEALTH LLC of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 305115
- Type: SEC-registered investment adviser
- SEC file number: 801-117477
- Location: 11980 NE 24TH ST, SUITE 210, BELLEVUE, WA, 98005
- Phone: 425-278-9555
- Latest filing: 2026-03-10
- Regulatory AUM: $3.0B
- Discretionary AUM: $2.1B
- Non-discretionary AUM: $826.1M
- Clients: 28
- Accounts: 1,871

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Terrance Leo Cook | MANAGING MEMBER; MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | — |
| Samuel D King | CHIEF COMPLIANCE OFFICER | — |
| JOHNSON ARTHUR DOUGLAS | CCO & COO | — |
| SULLIVAN SHELLEY M | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| CAOUETTE KYLE KOSUKE HA'AHEO | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| COOK TERRANCE LEO | MANAGING MEMBER; MANAGING MEMBER & CCO; MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | — |
| CAOUETTE KYLE | MEMBER | — |
| Kathleen Elizabeth Carbone | PARTNER | — |
| Arthur Rowland Zaske | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305115/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305115/similar
- Related entities: https://search.stillhousedata.com/firm/305115/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305115

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.