← Tributary

PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC

· CRD 155306 · IAPD ↗ · (615) 656-3745

$249.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC reported RAUM up 30% ($165.5M -> $214.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.