FUSION FAMILY WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,441,403,309
Discretionary
$1,425,894,758
Non-discretionary
$15,508,551
Firm details
- CRD number
- 168254
- SEC file number
- 801-78339
- Main office
- WOODBURY, NY, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Other
As of October 2026.