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PROCESS WEALTH LLC
CRD 336802
2140 PROFESSIONAL DR., SUITE 120, ROSEVILLE, CA, 95661, United States
Phone
916-225-9153
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$13.5M
Discretionary AUM
$13.5M
Team
1 total employees; 1 advisory reps; 11 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $866K |
| High net worth individuals | 8 | $12.7M |
All web addresses on file
Official SEC filing: View on IAPD