TrueAdvisor
TrueAdvisor
KC
CFP
KC
CFP

Kathleen Elizabeth Carbone

Parcion Private Wealth LLC
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingBusiness OwnersHigh Net Worth
Parcion Private Wealth LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
175 clients
Average Client Portfolio
$14.4M average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$10M
Financial Planning:Included in AUM fee

Location

11980 NE 24th St, Suite 210, Bellevue, WA, 98005

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Parcion Private Wealth LLC
May 2020 - Present · 5 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
November 2015 - November 2019 · 4 yrs
UBS Financial Services INC.Broker
September 2015 - November 2019 · 4 yrs 2 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.