Nathan James Mumford
Investment adviser representative at Parcion Private Wealth LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Parcion Private Wealth LLCFeb 2025 to now
- Tschetter GroupMar 2019 to Feb 2025
- Not Employed.Dec 2018 to Mar 2019
- Kalispel Golf & Country ClubMay 2018 to Sep 2018
- Whitworth University Facilities ServicesMay 2017 to Sep 2017
- Whitworth UniversitySep 2015 to Dec 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
Parcion Private Wealth LLC
$3BAssets managed
165Clients
15Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7313537
- Firm CRD
- 305115