Daniel Reuben
Parcion Private Wealth · Bellevue, Washington
Daniel Reuben is a fee-only financial advisor at Parcion Private Wealth in Bellevue, Washington, who holds the CFP credential. Daniel focuses on family wealth transfer. Parcion Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Parcion Private Wealth |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.95B across 1,871 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 7265409 |
| Exams passed | Series 63 (2021) · Series 65 (2020) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.parcionpw.com |
How Daniel's firm compares
- Parcion Private Wealth's average account is about $1.6 million, from its Form ADV (assets managed divided by 1,871 accounts).
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Questions about Daniel
Is Daniel Reuben a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Parcion Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Parcion Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Reuben based?
Daniel Reuben is based in Bellevue, Washington.
What does Daniel specialize in?
Daniel's specialties include family wealth transfer. Daniel works with founders and multi-generational families.
What credentials does Daniel Reuben hold?
Daniel Reuben holds the CFP credential.
Is Daniel Reuben registered with the SEC?
Yes. Daniel Reuben is registered as an investment adviser representative in WA (CRD 7265409), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Parcion Private Wealth manage?
Parcion Private Wealth reports $2.95B across 1,871 accounts in assets under management.
How do I contact Daniel Reuben?
Through Daniel's website, www.parcionpw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Parcion Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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