PROFUSION PRIVATE WEALTH
  • PROFUSION PRIVATE WEALTH
  • FROST FINANCIAL
  • PROFUSION FINANCIAL, INC.
  • PROFUSION FINANCIAL

Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 01/06/2025
Other registrations (9)
Former registrations

PROFUSION FINANCIAL, INC.

ADV Location ST. LOUIS, MO, United States
Contact Info (31 xxxxxxx
Websites
AUM* 175,720,000 41%
of that, discretionary 173,400,000 73%
Number of Employees 3 50%
of those in investment advisory functions 3 50%
Private Fund GAV* 29,500,000 5%
Avg Account Size 450,564 -5%
% High Net Worth 62.82% -21%
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

173M 149M 124M 99M 74M 50M 25M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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