SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Profusion Private Wealth
St. Louis, MO
Profusion Financial, Inc., CRD 167003
Firm filing updated March 23, 2026 ·
- $175.7MAssets
- 78Clients
- 3Advisory staff
- 390Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals49
- Individuals28
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 28 | $11.0 million |
| High net worth individuals | 49 | $164.7 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $0 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$175.7 million
- Accounts390
- Discretionary$173.4 million · 385 accounts
- Non-discretionary$2.3 million · 5 accounts
People
- Employees3
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents3
- Planning clients1 to 10
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Profusion Financial, Inc. SEC-registered investment advisor. CRD 167003, SEC file 801-131756.
- Registered with the SEC as an investment advisor (status date on record: January 6, 2025).
Is Profusion Private Wealth a fiduciary?
Short answer: Profusion Private Wealth is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
3 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.