$13.5M Total AUM
$13.5M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist · LPL Financial · Truist Bank
- Clients
- Retail
- Platforms
- Vertex
- Established Date
- 07-25-2025
- Office Locations
- 1
Office Locations
2140 Professional Dr. Suite 120 Roseville CA
About Process Wealth LLC
Process Wealth LLC is a Roseville-based RIA. The firm has been operating for 0 years. Managing $13.5M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and LPL Financial. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$13.5M AVG AUM / ADVISOR
$615.9K AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Prime horizon
Client Personas
Delta
Investment Themes
Eagle oak Catalyst vital
Investment Vehicles
North
Services
Zenith Peak Foundation beacon
Technology
Momentum beacon
Owner & Executives
S
SCOTT ALLEN VAN EPPS
Chief Compliance Officer, Managing Member
- CRD
- #2513960
- Ownership
- 75% or more
(933) 252-6559
value.alpha@peakcapital.com
in linkedin.com/in/crest-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,549,949 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,549,949 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,549,949
Public Funds:
33.6% Equity - Exchange:
28.5% Cash:
37.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,422,392,485 | 33.6% |
| Equity - Exchange | $2,054,707,911 | 28.5% |
| Cash | $2,732,401,046 | 37.9% |
| Total | $7,209,501,442 | 100.0% |