Data / Investment advisers / Missouri / Profusion Private Wealth
Profusion Private Wealth, St. Louis, MO: $176 million AUM, SEC registered investment adviser
Profusion Private Wealth is an SEC registered investment adviser with its main office in St. Louis, Missouri and reports $176 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include high net worth individuals, individuals and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 167003
- SEC file number
- 801-131756
- SEC status
- Approved, effective January 6, 2025
- Legal name
- Profusion Financial, Inc.
- Main office
- 7711 Bonhomme Ave Ste 600, St. Louis, MO 63105
- Phone
- (314) 441-6107
- Website
- ppwadvisors.com
- Regulatory AUM
- $175,720,000 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $173,400,000
- Non discretionary AUM
- $2,320,000
- Accounts
- 390
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 1: 1 real estate fund
- Gross assets of private funds
- $29,500,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 49 | $164.7 million |
| Individuals (other than high net worth individuals) | 28 | $11 million |
| Pooled investment vehicles | 1 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $175.7 million | March 23, 2026 |
| December 1, 2025 | $124.9 million | October 15, 2025 |
Other advisers in St. Louis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Trinity Wealth Advisors LLC | St. Louis | $281.5 million | Not listed | adviserinfo.sec.gov |
| Aquilant Advisors | St. Louis | $278.8 million | Not listed | adviserinfo.sec.gov |
| Universal Financial Advisors, LLC | St. Louis | $277.5 million | Not listed | adviserinfo.sec.gov |
| Lewis & Clark Partners, LLC | St. Louis | $262.9 million | 8 | adviserinfo.sec.gov |
| Ekon Advisors, LLC | St. Louis | $219.8 million | Not listed | adviserinfo.sec.gov |
| Wilsquare Capital LLC | St. Louis | $171.2 million | 2 | adviserinfo.sec.gov |
| Toberman Becker Wealth, LLC | St. Louis | $170.8 million | Not listed | adviserinfo.sec.gov |
| Modern Dollar Planning, LLC | St. Louis | $159.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in St. Louis, MO
- Investment advisers in Missouri
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Profusion Private Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.