Process Wealth LLC
Firm details
- Headquarters
- Roseville, California
- CRD number
- 336802
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI93.61%
- Individuals6.39%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Process Wealth LLC is an independent, individual‑owned RIA organized as an LLC that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with a practice of selecting other advisers and managers on behalf of clients, reflecting its designation as a capital allocator. Its client billing mixes AUM‑based fees and hourly charges. The adviser does not position itself as an ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities27%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Scott Van Epps
Managing Member / Investment Advisor RepresentativeCRD 2513960
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Roseville, CA
Placer
Location
Roseville, CA
Headquartered in Roseville, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Placer
- Address
- 2140 Professional Dr
- Time zone
- PT (UTC-8)
- Office locations
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