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PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC

CRD 155306 · SEC 801-119425

Visit website

AL, United States

Phone

(615) 656-3745

Fax

(615) 656-3741

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$249.5M

Discretionary AUM

$249.5M

Team

2 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-01-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals20$15.7M
High net worth individuals37$233.8M

States served

AL, TN

All web addresses on file

Official SEC filing: View on IAPD