Process Wealth
32yrs
Top 13% by experience in California
About the firm
A registered investment advisory firm based in Roseville, California. It manages about $13.5 million for roughly 11 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees
Typical client size ?$1.23 million
Assets under management ?$13.5 million
Individual clients11
Median years of experience32
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Advisors at Process Wealth
1Advisors
32Median years of experience
1States with offices
–Offices
Also known as
Process Wealth, LLC
About Process Wealth
How do I contact Process Wealth?
Call the main office at (916) 225-9153. The main office is at 2140 Professional Dr. Suite 120, Roseville, CA 95661.
How is Process Wealth paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees. Ask for your total yearly cost in dollars.
What services does Process Wealth offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers.
How many advisors work at Process Wealth?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.