PROCESS WEALTH LLC

Overview

Process Wealth LLC is an independent registered investment adviser that serves individual and family clients with a boutique, discretionary investment approach. The firm charges a percentage of assets under management and also offers hourly fees for planning or consulting work. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers. Process Wealth functions as a capital allocator, favoring pooled public funds and externally managed strategies rather than building large internal proprietary platforms. The firm does not position itself as an active ESG investor and is structured as a single‑state, individually owned LLC. Given the modest scale of assets and the use of outside managers, Process Wealth appears to emphasize customized planning and outsourced portfolio execution over operating a large in‑house trading or alternative‑asset program.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices