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Building 2PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC

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Phone(615) 656-3745
NotebookSEC #801-119425
Total AUM
$249.5M
Employees
2
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(615) 656-3745
Other Offices
1

ReceiptFinancials

Total AUM
$249.5M
Accounts
233
Discretionary
$249.5M
Accounts
233
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
20
AUM
$15.7M
HNW Individual Clients
37
AUM
$233.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALTN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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