Overview
Assets Under Management: $1.2 billion
Headquarters: WOODBURY, NY
High-Net-Worth Clients: 207
Average Client Assets: $5 million
Frequently Asked Questions
FUSION FAMILY WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168254), FUSION FAMILY WEALTH, LLC is subject to fiduciary duty under federal law.
FUSION FAMILY WEALTH, LLC is headquartered in WOODBURY, NY.
FUSION FAMILY WEALTH, LLC serves 207 high-net-worth clients according to their SEC filing dated February 14, 2025. View client details ↓
According to their SEC Form ADV, FUSION FAMILY WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
FUSION FAMILY WEALTH, LLC is ranked #243 by Forbes in 2025. Learn more about these rankings ↓
FUSION FAMILY WEALTH, LLC manages $1.2 billion in client assets according to their SEC filing dated February 14, 2025.
According to their SEC Form ADV, FUSION FAMILY WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Recent Rankings
Forbes 2025: 243
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 207
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.37
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,299
Discretionary Accounts: 1,286
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 168254
Last Filing Date: 2025-02-14 00:00:00
Website: https://fusionfamilywealth.com