Nathan Mumford
Parcion Private Wealth · Bellevue, Washington
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.
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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 | CFA |
| SEC registration | Investment adviser representative in WA · CRD 7313537 |
| Exams passed | Series 65 (2020) · Series 66 (2020) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.parcionpw.com |
How Nathan'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 Nathan
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.
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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