Diego Arias
Investment adviser representative at Parcion Private Wealth LLC
11 yearsExperience
1 stateRegistered in
$3BFirm assets
6 yearsFirm in business
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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 2024 to now
- Corient Services LLCJul 2023 to Feb 2024
- CorientJan 2023 to Feb 2024
- Cipw Service Company, LLCJan 2023 to Jul 2023
- Columbia Pacific Wealth ManagementFeb 2020 to Aug 2023
- Copacino FujikadoJul 2019 to Mar 2020
- Maria's Cocina MexicanaJan 2016 to Jun 2019
- Washington State UniversityAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7796336
- Firm CRD
- 305115