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PROFUSION PRIVATE WEALTH

ST. LOUIS, MO · CRD 167003 · IAPD ↗ · ppwadvisors.com · (314) 441-6107

$175.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2026 — PROFUSION PRIVATE WEALTH changed its website from profusion-financial.com to ppwadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2026 — PROFUSION FINANCIAL is now doing business as PROFUSION PRIVATE WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
April 2026 — PROFUSION PRIVATE WEALTH reported RAUM up 41% ($124.9M -> $175.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — PROFUSION FINANCIAL reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
February 2025 — PROFUSION FINANCIAL (ST. LOUIS, MO) is newly SEC-registered with $124.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.