Profusion Private Wealth logo

Profusion Private Wealth

Updated today

Client assets under management

$175,720,000

Clients

77

64% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

26

Low

Average account size

$2,282,078

About

Profusion Private Wealth provides ongoing portfolio management and financial planning to individuals, including high‑net‑worth clients, and to pooled investment vehicles. The firm also offers an integrated family‑office suite (Profusion ONE) covering estate and tax planning, cash management, charitable planning, insurance guidance, and debt/lending oversight.

Advisory relationships are documented with client‑specific Investment Policy Statements and often managed on a discretionary basis; the firm’s methods include technical/charting and cyclical analysis and employ both long‑ and short‑term strategies. Portfolios may include derivatives and leveraged strategies—such as options writing, short sales, and margin—alongside traditional mutual funds, ETFs, fixed income, and private placements.

The firm serves as sponsor and adviser to a pooled private fund (Profusion Private Asset Fund, LLC), with firm principals holding ownership interests and the adviser receiving performance‑based compensation for that vehicle, a relationship the brochure discloses as a potential conflict. In addition, some firm representatives are licensed insurance agents who may offer commissionable insurance products, and the combination of private‑fund sponsorship plus a family‑office offering is uncommon among similarly sized supported firms.

Client services

Financial planning Portfolio management

Expertise

Annuities Charitable giving & philanthropy

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $999,999: 1.25% annually $1,000,000 - $1,999,999: 1.00% annually $2,000,000 - $2,999,999: 0.95% annually $3,000,000 - $3,999,999: 0.90% annually $4,000,000 - $4,999,999: 0.85% annually $5,000,000 - $5,999,999: 0.80% annually $6,000,000 - $6,999,999: 0.75% annually $7,000,000 - $7,999,999: 0.70% annually $8,000,000 - $8,999,999: 0.65% annually $9,000,000 - $9,999,999: 0.60% annually $10,000,000 - $14,999,999: 0.55% annually $15,000,000+: 0.50% annually All Accounts (529)+: 0.50% annually All Accounts (Outside Assets)+: Same as Total Fee above

Performance-based

Performance fee of 20% on capital appreciation above 8% annual hurdle rate for Profusion Private Asset Fund, paid annually in arrears; includes 0.35% advisory fee paid quarterly in advance.

Other

Fee-only: Fixed fees for financial planning range between $1,000 and $100,000, paid 50% in advance and remainder upon plan delivery; fees are negotiable.

Main office location

Profusion Private Wealth

7711 Bonhomme Ave, Ste 600

St. Louis MO 63105, United States

Number of offices

1

Most active in

Iowa · Missouri · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Sadie S

Series 63, Series 65

St. Louis, MO

Profusion Private Wealth

Sadie Swisher is a financial advisor at Profusion Financial in St. Louis, MO, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including TD Ameritrade and MassMutual prior to joining Profusion Financial in 2018. Profusion Financial provides investment supervisory services and financial planning to individual and high-net-worth clients, as well as private funds. The firm uses technical and cyclical analysis along with various trading strategies, managing both discretionary and non-discretionary portfolios, and acts as sponsor and adviser to a private pooled fund.

Annuities Charitable giving & philanthropy Founder/Business Owner
user avatar

Derrick F

Series 66

St. Louis, MO

Profusion Private Wealth

Derrick Frost is a financial advisor at Profusion Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Capital Investment Group, Inc. from 2014 to 2016. Frost is a member of Profusion Private Asset Fund, LLC and Profusion Laclede Condos, LLC. Profusion Financial provides investment supervisory services and financial planning to individual clients, including high-net-worth individuals, and private funds. The firm uses technical analysis and a variety of trading strategies while managing both discretionary and non-discretionary accounts, and it sponsors and advises pooled investment vehicles.

Annuities Charitable giving & philanthropy Founder/Business Owner
user avatar

Gregory D

Series 65

St. Louis, MO

Profusion Private Wealth

Gregory Drozda is a financial advisor at Profusion Financial with 11 years of industry experience. He holds a Series 65 designation and previously worked for Equis Group LLC for 18 years. Outside of advising, he consults on strategy and business development for a local St. Louis coffee company. Profusion Financial provides investment supervisory services and financial planning to individual clients, including high-net-worth individuals, and private funds. The firm employs technical analysis and a variety of trading strategies, managing both discretionary and non-discretionary portfolios while also sponsoring private pooled investment vehicles.

Annuities Charitable giving & philanthropy Founder/Business Owner
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