Profectus Wealth Management

Profectus Wealth Management (CRD# 166482) is a financial advisory firm headquartered in Los Angeles, CA. They manage $27,058,379 in 121 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1055 W. 7th Street, Suite 3260, Los Angeles, CA 90017
https://www.profectuswealth.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $223,623
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Profectus Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Kelly Woo, financial advisor Los Angeles CA
Kelly Woo
CRD#: 5622963
1055 W. 7th Street, Suite 3260, Los Angeles, CA 90017

Kelly Woo (CRD# 5622963) is an Investment Advisor Representative working at Profectus Wealth Management in Los Angeles, CA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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