CRD: 167003
Profusion Private Wealth
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-18-2013
- Office Locations
- 1
Office Locations
About Profusion Private Wealth
Profusion Financial is a St. Louis-based RIA serving high-net-worth individuals with portfolio management, lifetime income planning, and coordinated tax/estate/trust and insurance strategies. The firm uses a proprietary systematic approach targeting risk-adjusted benchmarks and offers private market access alongside public markets. Clients work directly with their advisor via a personal portal and receive transparent quarterly reporting; assets custodied at Charles Schwab & Co.
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Owner & Executives
DERRICK EVAN FROST
Investment Advisor Representative
- CRD
- #5634634
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GREGORY P DROZDA
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- CRD
- #6315050
SADIE ELIZABETH PEARL SWISHER
Investment Advisor Representative
- CRD
- #6334185
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,400,000 | $450,390 |
| Non-Discretionary | $2,320,000 | $464,000 |
| Total | $175,720,000 | $450,564 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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