Tyler Frank Rockwell
Investment adviser representative at Parcion Private Wealth LLC
10 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
10 years in the industry.
- Parcion Private Wealth LLCSep 2024 to now
- The Meating PlaceMay 2024 to Aug 2024
- Wsu Carson College of BusinessJan 2024 to May 2024
- Wildwood Trading GroupMay 2023 to Jan 2024
- Washington State UniversityAug 2020 to May 2024
- The Meating PlaceAug 2019 to Aug 2021
- Liberty High SchoolAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8113859
- Firm CRD
- 305115