Overview
Assets Under Management: $215 million
High-Net-Worth Clients: 32
Average Client Assets: $6 million
Frequently Asked Questions
PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155306), PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC serves 32 high-net-worth clients according to their SEC filing dated January 17, 2025. View client details ↓
According to their SEC Form ADV, PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC manages $215 million in client assets according to their SEC filing dated January 17, 2025.
According to their SEC Form ADV, PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.86
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 221
Discretionary Accounts: 221
Regulatory Filings
CRD Number: 155306
Last Filing Date: 2025-01-17 00:00:00
Website: https://processuswealth.com