Daniel Reuben
Financial advisor at Parcion Private Wealth LLC · Bellevue, WA
Last updated 2026-10-10
Claim your profileDaniel Reuben is a financial advisor at Parcion Private Wealth LLC in Bellevue, WA, CRD 7265409. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2020-11-25.
Registration
- CRD number
- 7265409
- Registration status
- Active
- IAPD registration
- 2020-11-25
- Industry Experience
- 5 years
- Work Experience
- 10 years
- States registered
- WA
Licenses and exams
- Series 63
- Series 65
Designations
- CFP®
Work history
- 2020-11 to 2021-06 · Mutual of Omaha Investor Services · Lexington, KY
- 2020-07 to 2020-11 · Mutual of Omaha Insurance Company · Lexington, KY
- 2020-07 to 2020-07 · Unemployed · Mukilteo, WA
- 2016-06 to 2020-06 · Full Time Student · Lexington, KY
- 2021-06 to 2023-07 · Pathstone · Bellevue, WA
- 2023-07 to 2025-03 · Pathstone · Bellevue, WA
- 2025-04 to Present · Parcion Private Wealth LLC · Bellevue, WA
Current employment
- Parcion Private Wealth LLC · Bellevue, WA
Parcion Private Wealth LLC
- Regulatory AUM
- $2,951,714,286
- Registered advisors
- 14
- Offices
- 1
- Clients per advisor
- 11.8 (Low)
- Average AUM per client
- $17.9M (Moderate)
- High-net-worth client ratio
- 64.2% (High)
Parcion Private Wealth LLC: advisors, services and reported ETF investments
About
Daniel Reuben is a CFP® financial advisor at Parcion Private Wealth LLC in Bellevue, WA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 5 years of industry experience and 10 years of reported work history.
Parcion Private Wealth LLC's firm-level Form ADV reports 14 advisors across 1 offices; approximately 11.8 clients per advisor, average assets per client of $17,889,177, and regulatory AUM of $3B; client categories including Individuals (non-HNW) and High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, and Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $893.5M across 87 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Daniel Reuben personally.
Reported ETF positions
Parcion Private Wealth reports 87 ETF positions worth $893.5M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IEFA — iShares Core MSCI EAFE ETF | $128.8M |
| DFEM — Dimensional Emerging Markets Core Equity 2 ETF | $105.8M |
| AIRR — First Trust RBA American Industrial Renaissance ETF | $66.6M |
| QQQ — Invesco QQQ Trust, Series 1 | $59.7M |
| MUB — iShares National Muni Bond ETF | $54.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Parcion Private Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $28.1M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $28.1M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | AVDE — Avantis International Equity ETF | $480.8K | Top 98.7% | Residual alpha +1.08% · Residual Sharpe 0.05 |
| Diversification Benefits | AIRR — First Trust RBA American Industrial Renaissance ETF | $66.6M | Top 95.4% | Replicability (R²) 77.7% · Residual Sharpe 0.34 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Parcion Private Wealth LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Location
11980 NE 24th St, Bellevue, WA 98005
14 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 425-278-9555
- Website: parcionpw.com
Official record
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