PROCESS WEALTH LLC

PROCESS WEALTH LLC of ROSEVILLE, CA is an SEC-registered investment adviser (CRD 336802). Regulatory assets under management: $13.5M.

Registration

• CRD: 336802
• Type: Registered investment adviser
• Location: 2140 PROFESSIONAL DR., ROSEVILLE, CA, 95661
• Phone: 916-225-9153
• Latest filing: 2026-03-30
• Regulatory AUM: $13.5M
• Discretionary AUM: $13.5M
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336802 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search