PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC
  • PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC

Adviser Profile

As of Date 01/26/2026
Registration SEC, Approved, 09/10/2020
Other registrations (3)
Contact Info (61 xxxxxxx
Websites
AUM* 249,546,024 51%
of that, discretionary 249,546,024 51%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,071,013 26%
% High Net Worth 64.91% 8%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

250M 214M 178M 143M 107M 71M 36M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name SPICER JEFFRIES, LLP Filing Date09/05/2024 Form ADV-E View Report
Accounting Firm Name SPICER JEFFRIES, LLP Filing Date09/19/2023 Form ADV-E View Report

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