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PROFUSION PRIVATE WEALTH
PROFUSION FINANCIAL, INC.
CRD 167003 · SEC 801-131756
7711 BONHOMME AVE, STE 600, ST. LOUIS, MO, 63105, United States
Phone
(314) 441-6107
Fax
(314) 202-6025
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$175.7M
Discretionary AUM
$173.4M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $11.0M |
| High net worth individuals | 49 | $164.7M |
| Pooled investment vehicles | 1 | $0 |
States served
IA, MO, TX
All web addresses on file
Official SEC filing: View on IAPD