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FUSION FAMILY WEALTH, LLC
CRD 168254 · SEC 801-78339
88 FROEHLICH FARM BOULEVARD, SUITE 401, WOODBURY, NY, 11797, United States
Phone
(516) 206-1320
Fax
(646) 786-3960
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.44B
Discretionary AUM
$1.43B
Team
8 total employees; 5 advisory reps; 6 broker-dealer reps
Clients
0
Fees
Percentage of AUM; PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 159 | $116.3M |
| High net worth individuals | 200 | $1.25B |
| Pension/profit sharing plans | 9 | $24.8M |
States served
CA, MA, NJ, NY, PA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD