Fusion Family Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Woodbury, NY. Its latest Form ADV filing, dated March 3, 2026, reports $1.4B in regulatory assets under management, 8 employees, and 1,324 accounts.
Assets Under Management
$1.4B
Employees
8
Offices
--
Total Clients
368
Primary office
WOODBURY, NY
88 FROEHLICH FARM BOULEVARD, SUITE 401, WOODBURY, NY, United States
Top client segmentHNWI represent 54.3% of total clients.
Top client categories% of clientsClients
1
HNWI
54.3%
200
2
Individuals
43.2%
159
3
Pension Plans
2.4%
9
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 3, 2026
Discretionary98.9%
$1.4B
99% of total RAUM98.9%
Non-discretionary1.1%
$16M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts1,324
10Y AUM Change+$819M (+131.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee46:1
10Y Employee Change-1 (-11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.