| 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 |
Fusion Family Wealth, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Fusion Family Wealth, LLC reports 9 employees.
Fusion Family Wealth, LLC is based in Woodbury, NY and has been SEC-registered since 2013.
Fusion Family Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.18B |
| Non-discretionary | $16.8M |
| Total (RAUM) | $1.2B |