PROFUSION PRIVATE WEALTH

Overview

Profusion Private Wealth is an independent registered investment adviser that serves high-net-worth individuals, families and select institutional clients. The firm combines traditional wealth management — financial planning and portfolio management for individuals and small businesses — with insurance brokerage services and sponsorship roles in pooled investment vehicles. Its client mix and fee structure (percentage of AUM, fixed fees and performance-based fees) indicate a willingness to manage both discretionary wealth and bespoke arrangements where performance-linked compensation is appropriate. Investment activity centers on public mutual funds as the dominant sleeve of client portfolios, while the firm also allocates to a range of alternatives. Profusion acts as sponsor, general partner or managing member of pooled vehicles, and it operates an in-house private fund focused on real estate. The firm is registered with the SEC and reports multi-product capabilities that include annuities and third‑party mutual funds alongside more complex allocations such as hedge funds, private placements and digital currency.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices