Processus Wealth & Capital Management, LLC

Portfolio Overview

Processus Wealth & Capital Management, LLC reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 119.4%, growing from $69.13 million to $151.66 million. This dramatic increase indicates a substantial inflow of new capital rather than merely market appreciation, as the broad market would need to nearly double in a single quarter to account for this growth solely through as...