PROFUSION PRIVATE WEALTH
SEC RegisteredBuilt on Trust. Earned through Stewardship.
About the firm
Profusion Private Wealth specializes in all aspects of protecting, managing, building, and transitioning wealth for high-net-worth individuals. The firm works closely with subject matter experts in estate planning, taxation, and other disciplines to deliver a concierge level of service, industry expertise, and lifestyle support throughout clients' financial lifecycle. Its advisors are bound to a fiduciary standard established under the Investment Advisers Act of 1940.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, portfolio management, lifetime income planning, asset protection, transparent reporting, client portal experience, and private market access.
Who they serve
High-net-worth individuals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 28 | $11M |
| High Net Worth Individuals | 49 | $165M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $999,999 | 1.25% |
| $1,000,000 - $1,999,999 | 1.00% |
| $2,000,000 - $2,999,999 | 0.95% |
| $3,000,000 - $3,999,999 | 0.90% |
| $4,000,000 - $4,999,999 | 0.85% |
| $5,000,000 - $5,999,999 | 0.80% |
| $6,000,000 - $6,999,999 | 0.75% |
| $7,000,000 - $7,999,999 | 0.70% |
| $8,000,000 - $8,999,999 | 0.65% |
| $9,000,000 - $9,999,999 | 0.60% |
| $10,000,000 - $14,999,999 | 0.55% |
| $15,000,000 and up | 0.50% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PROFUSION PRIVATE WEALTH has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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