Top Wealth + Best-in-State · rank 3 · Bellevue, Washington · listed firm: Parcion Private Wealth
Identity & firm
- Firm — Parcion Private Wealth (high)
- “TERRANCE LEO COOK - Investment Adviser at PARCION PRIVATE WEALTH LLC” — sec_finra_regulatory
- Parent company — independent (high)
- “Terry Cook is the managing principal of Parcion Private Wealth; an independent multi-family office that partners with business owners, entrepreneurs, and their families to optimize wealth events and beyond through smart ” — firm_official
- Firm type — independent_ria (high)
- “TERRANCE LEO COOK - Investment Adviser at PARCION PRIVATE WEALTH LLC” — sec_finra_regulatory
- Team name — Parcion Private Wealth (medium)
- “Terry Cook is the managing principal of Parcion Private Wealth; an independent multi-family office that partners with business owners, entrepreneurs, and their families to optimize wealth events and beyond through smart ” — firm_official
- Team size — 30 (medium)
- “Terry Cook, CFP®, CIMA® – Chief Executive Officer, Managing Principal” — firm_official
- CRD — 2363262 (high)
- “"individual_name": "TERRANCE LEO COOK", "crd_number": 2363262, "current_employer": {"firm_name": "PARCION PRIVATE WEALTH LLC", "firm_id": 305115}” — sec_finra_regulatory
- Years experience — 30 (medium)
- “Over 30 years in wealth management and advisory services” — firm_official
- Designations — CFP, CIMA (high)
- “Terry Cook, CFP®, CIMA® – Chief Executive Officer, Managing Principal” — firm_official
Book of business
- Team AUM ($M) — 2700 (high)
- “Team Assets (Custodied): $2.7B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum Account Size for New Business: $10M” — forbes_shook
- Typical client net worth ($M) — 50 (high)
- “Typical Net Worth of Relationships: $50M-1B” — forbes_shook
- Client niche — business owners and entrepreneurs around liquidity events (high)
- “Joining Parcion can open the door to a nationally recognized, private family office in helping you plan for, manage, and enjoy a life-changing liquidity event.” — firm_official
- “Discover wealth management for wealth creators, business owners, and their families.” — firm_official
- Custodians — gap: not_public
- Fee model — not_public (medium)
- “As a unique family office, Parcion provides access to partnership opportunities that support our clients' passions.” — firm_official
Positioning & marketing
- Website url — https://www.parcionpw.com/team/terry-cook/ (high)
- “Terry Cook is the managing principal of Parcion Private Wealth; an independent multi-family office that partners with business owners, entrepreneurs, and their families to optimize wealth events and beyond through smart ” — firm_official
- Value proposition (verbatim) — Joining Parcion can open the door to a nationally recognized, private family office in helping you plan for, manage, and enjoy a life-changing liquidity event. (high)
- “Joining Parcion can open the door to a nationally recognized, private family office in helping you plan for, manage, and enjoy a life-changing liquidity event.” — firm_official
- Differentiators — independent multi-family office, not a wirehouse, specialized in liquidity events for business owners and entrepreneurs, smart planning, strong advocacy, prudent investment management, curated client-community experiences and partnership access, Parcion Perspectives sessions hosted by the CEO (high)
- “Terry Cook is the managing principal of Parcion Private Wealth; an independent multi-family office that partners with business owners, entrepreneurs, and their families to optimize wealth events and beyond through smart ” — firm_official
- “We believe in the power of connection. It's why we offer unique opportunities to enrich your network, grow your passions, and learn alongside other Parcion families.” — firm_official
- Content marketing — active (low)
- “We make it easy for you and your family to explore topics and access resources that will help optimize your financial world, your lifestyle, and your legacy.” — firm_official
- Has podcast — no (low)
- “Offers "Parcion Perspectives" - interactive financial updates and portfolio sessions with CEO Terry Cook” — firm_official
- Books published — 0 (low)
- “Terry Cook is the managing principal of Parcion Private Wealth; an independent multi-family office that partners with business owners, entrepreneurs, and their families to optimize wealth events and beyond through smart ” — firm_official
- Linkedin url — https://www.linkedin.com/in/terrycook/ (medium)
- “Terry Cook, CFP®, CIMA® - Managing Principal - Parcion Private Wealth | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active, youtube (low)
- “Parcion Private Wealth | LinkedIn” — social_or_third_party_db
- Press awards — Barron's Top 1,200 Financial Advisors — #8 in Washington (2025), Barron's Top 100 Independent Advisors (2025), Barron's Top Independent Advisors (2024), Wealth Management EDGE conference speaker (high)
- “Terry Cook was ranked #8 in Washington State on Barron's annual Top 1,200 Financial Advisor in America list, issued in March 2025.” — firm_official
- “BARRON'S TOP INDEPENDENT ADVISORS (2024) - Parcion” — firm_official
Visual brand
- Has distinct logo — yes (high)
- “/parcion-reversed.svg” — firm_official
- Logo url — https://www.parcionpw.com/parcion-reversed.svg (high)
- “/parcion-reversed.svg” — firm_official
- Visual brand notes — Minimal modern sans-serif wordmark, reversed white-on-dark treatment; large uppercase headlines with heavy whitespace; Pacific Northwest forest and aspirational business-owner lifestyle photography. (medium)
- “/parcion-reversed.svg” — firm_official
