Diego
Arias

Parcion Private Wealth LLC

CRD#7796336
Investment Advisor
in Bellevue, WA

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About this Advisor

Diego Arias is a financial advisor based in Bellevue, Washington, working with Parcion Private Wealth LLC. Diego has previously held positions at Corient, Cipw Service Company, LLC, Corient Services LLC, Maria's Cocina Mexicana, Copacino Fujikado, Columbia Pacific Wealth Management, Washington State University, Bellarmine Preparatory, and Parcion Private Wealth LLC. Diego has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Diego is part of Parcion Private Wealth LLC, which operates out of Bellevue, Washington. The firm has 29 employees and manages assets totaling $2.2 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Parcion Private Wealth LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11980 Ne 24Th St Suite 210
Bellevue, WA 98005

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Parcion Private Wealth LLC Brokerage Details

Total Assets Under Management

$2,193,318,212

WA Average: $3,566,627,242
Total Number of Employees

29

WA Average: 46
Total Number of Accounts

1,948

WA Average: 1,499
Average Account Size

$1,125,933

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Diego Arias Work History

2024 - Present (0 year)

Parcion Private Wealth LLC

2023 - Present (1 year)

Corient

2023 - Present (1 year)

Corient Services LLC

2023 - 2023 (< 1 year)

Cipw Service Company, LLC

2020 - 2023 (3 years)

Columbia Pacific Wealth Management

2019 - 2020 (1 year)

Copacino Fujikado

2016 - 2019 (3 years)

Maria'S Cocina Mexicana

2015 - 2019 (4 years)

Washington State University

2011 - 2015 (4 years)

Bellarmine Preparatory

Disclosures

Please visit the SEC profile of Diego Arias to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Parcion Private Wealth LLC

Kathleen Carbone
Bellevue, WA
Owen Hymel
Bellevue, WA
Jennifer Nagai
Bellevue, WA
Peter Besel
Bellevue, WA
Kevin Chen
Bellevue, WA
Peter Barnes
Bellevue, WA
Mckenzie Tonani
Bellevue, WA
Kevin Penner
Bellevue, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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