Profusion Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$175,720,000
Clients
77
Advisors
3
of 3 employees
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
Expertise
Occupation focus
Fee options
$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 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.
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
7711 Bonhomme Ave, Ste 600
St. Louis MO 63105
Advisors at this office
3
Most active in
Iowa · Missouri · Texas
Also doing business as
Frost Financial · Profusion Financial · Profusion Financial, Inc. · Profusion Private Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Sadie S
Series 63, Series 65
St. Louis, MO
Profusion Private Wealth
Sadie Swisher is a financial advisor at Profusion Private Wealth in St. Louis, MO, with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at Profusion Financial since 2018, following prior roles at TD Ameritrade, MassMutual, and other firms. Profusion Private Wealth provides ongoing portfolio management and financial planning to individuals, including high-net-worth clients, as well as pooled investment vehicles. The firm offers an integrated family-office suite covering estate and tax planning, cash management, charitable planning, insurance guidance, and debt oversight, utilizing both technical and cyclical analysis with a range of investment strategies.
Derrick F
Series 66
St. Louis, MO
Profusion Private Wealth
Derrick Frost is a financial advisor at Profusion Private Wealth in St. Louis, MO, with 16 years of industry experience. He holds a Series 66 designation and has worked at Profusion Financial, Inc. since 2013 after roles at Wells Fargo Clearing and Fulcrum Advisory Services. He is a member of Profusion Private Asset Fund, LLC. Profusion Private Wealth provides portfolio management and financial planning services to individuals, including high-net-worth clients, and manages pooled investment vehicles. The firm offers an integrated family-office suite covering estate and tax planning, cash management, charitable planning, insurance guidance, and debt oversight, with investment strategies that include both long- and short-term approaches and the use of derivatives and leveraged strategies.
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.
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