# Nathan Mumford

> Nathan Mumford is a fee-only financial advisor at Parcion Private Wealth in Bellevue, Washington, who holds the CFA credential. Nathan focuses on family wealth transfer. Parcion Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nathan-mumford/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Parcion Private Wealth
- **Based in:** Bellevue, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $2.95B across 1,871 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer
- **Works with:** Founders, Multi-generational families
- **CRD:** 7313537 (https://adviserinfo.sec.gov/individual/summary/7313537)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2020), Series 66 (2020)
- **Firm size:** 28 employees
- **Disclosures:** None reported
- **Website:** http://www.parcionpw.com

## Frequently asked questions

### Is Nathan Mumford a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nathan 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 Nathan charge for financial advice?

Nathan's firm, Parcion Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Nathan Mumford based?

Nathan Mumford is based in Bellevue, Washington.

### What does Nathan specialize in?

Nathan's specialties include family wealth transfer. Nathan works with founders and multi-generational families.

### What credentials does Nathan Mumford hold?

Nathan Mumford holds the CFA credential.

### Is Nathan Mumford registered with the SEC?

Yes. Nathan Mumford is registered as an investment adviser representative in WA (CRD 7313537), 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 Nathan Mumford?

Through Nathan's website, www.parcionpw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7313537): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.parcionpw.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.