Fusion Family Wealth, LLC
● SEC registered since 2013CRD 168254SEC# 801-78339Woodbury, NY
Reg. AUM
$1.44B
Employees
8
Accounts
1,324
Location
Woodbury, NY
Fusion Family Wealth, LLC assets under management
Fusion Family Wealth, LLC operates as an SEC-registered investment adviser based in Woodbury, NY. The firm has been registered since 2013. It reports $1.4 billion in regulatory assets under management and employs 8 people.
Fusion Family Wealth, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Douglas Stanton Control | Chief Compliance Officer And Chief Operating Officer | Under 5% | 2016 |
| Fusion Family Wealth Holdings, LLC Control | Member | Over 75% | 2021 |
| Jonathan Russell Blau Control | Chief Executive Officer And Member | Under 5% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Fusion Family Wealth, LLC manage?
Fusion Family Wealth, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Fusion Family Wealth, LLC have?
Fusion Family Wealth, LLC reports 8 employees.
Where is Fusion Family Wealth, LLC located?
Fusion Family Wealth, LLC is based in Woodbury, NY and has been SEC-registered since 2013.
Does Fusion Family Wealth, LLC disclose fund performance?
Fusion Family Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 88 Froehlich Farm Boulevard, Suite 401, Woodbury, NY 11797 |
| Phone | (516) 206-1320 |
| Fax | (646) 786-3960 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.44B▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1.44Bregulatory AUM
Discretionary $1.43BNon-discretionary $15.5M