Profectus Wealth Management

Profectus Wealth Management (CRD# 166482) is a financial advisory firm headquartered in Los Angeles, CA. They manage $12,000,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $150,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Profectus Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Kelly Woo
CRD#: 5622963
1055 W. 7th Street, Suite 3260, Los Angeles, CA 90017
93
Wealthminder
score

Kelly Woo (CRD# 5622963) is an Investment Advisor Representative working at Profectus Wealth Management in Los Angeles, CA and has over 7 years of experience in the finance industry.

2
Ali A. Hashemian
CRD#: 5800048
1055 W. 7th Street, Suite 3260, Los Angeles, CA 90017
76
Wealthminder
score

Ali Hashemian (CRD# 5800048) is an Investment Advisor Representative working at Profectus Wealth Management in Los Angeles, CA and has over 6 years of experience in the finance industry. Ali Hashemian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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