Mandate & appetite
- Preferred strategies
- Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Parcion Private Wealth, LLC is a nationally recognized independent wealth management firm based in the United States, specializing in concierge planning for successful entrepreneurs and first-generation wealth creators. The firm focuses on comprehensive financial strategies tailored to the needs of families and business owners, though specific investment sectors are not detailed on their website.
Unlock mandates & allocation signals
See Parcion Private Wealth's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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