Processus Wealth & Capital Management, LLC

Overview

Processus Wealth & Capital Management, LLC is an independent, SEC-registered advisory firm organized as an LLC and established in 2020. Ownership is held by an individual and the firm bills clients on a percentage-of-AUM basis. Its client base is primarily individuals and families. Core advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses and other business or institutional clients. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. It is not a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices