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Processus Wealth & Capital Management LLC

EST. AUM
$249,546,024

CONTACTS

CLIENT ACCOUNTS
233

Firm Details

Metro area Nashville
CRD Number 155306
Website processuswealth.com
Client types

Overview

Processus Wealth & Capital Management, LLC is a registered investment advisor headquartered in Brentwood, Tennessee, providing highly personalized wealth management and investment advisory services to a select number of high-net-worth individuals and business owners. The firm deliberately limits its client base to ensure each relationship receives direct, meticulous attention from both co-founders, enabling a level of customization and transparency that distinguishes Processus from larger practices. As a matter of disclosed practice, the co-founders invest a significant portion of their own assets in the same strategies implemented for clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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