Zachary Cleveland
Parcion Private Wealth · Bellevue, Washington
Zachary Cleveland is a fee-only financial advisor at Parcion Private Wealth in Bellevue, Washington, who holds the CFA credential. Zachary 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 Zachary →
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 6669327 |
| Exams passed | Series 65 (2025) · Series 66 (2018) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.parcionpw.com |
How Zachary'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 Zachary
Tell Zachary a little about what you're looking for. Zachary 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 Zachary
Is Zachary Cleveland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary 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 Zachary charge for financial advice?
Zachary's firm, Parcion Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Zachary Cleveland based?
Zachary Cleveland is based in Bellevue, Washington.
What does Zachary specialize in?
Zachary's specialties include family wealth transfer. Zachary works with founders and multi-generational families.
What credentials does Zachary Cleveland hold?
Zachary Cleveland holds the CFA credential.
Is Zachary Cleveland registered with the SEC?
Yes. Zachary Cleveland is registered as an investment adviser representative in WA (CRD 6669327), 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 Zachary Cleveland?
Through Zachary'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.