Kalena Laurent
Parcion Private Wealth · Bellevue, Washington
Kalena Laurent is a fee-only financial advisor at Parcion Private Wealth in Bellevue, Washington. Kalena focuses on family wealth transfer. Parcion Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Kalena →
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 |
| SEC registration | Investment adviser representative in WA · CRD 8175560 |
| Exams passed | Series 65 (2026) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.parcionpw.com |
How Kalena'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).
Request an introduction to Kalena
Tell Kalena a little about what you're looking for. Kalena isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kalena
Is Kalena Laurent a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kalena 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 Kalena charge for financial advice?
Kalena's firm, Parcion Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kalena Laurent based?
Kalena Laurent is based in Bellevue, Washington.
What does Kalena specialize in?
Kalena's specialties include family wealth transfer. Kalena works with founders and multi-generational families.
Is Kalena Laurent registered with the SEC?
Yes. Kalena Laurent is registered as an investment adviser representative in WA (CRD 8175560), 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 Kalena Laurent?
Through Kalena'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.
See something wrong? Request a correction. Read our methodology.