RIA Intel›Advisers›New York›FUSION FAMILY WEALTH, LLC

FUSION FAMILY WEALTH, LLC

Advisory

N·WOODBURY, NY

Data as of Mar 3, 2026 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

+19.3%

3-Year CAGR

+7.1%

Employees

5

Assets Under Management

Total AUM$1.4B

Discretionary AUM$1.4B

Non-Discretionary AUM$16M

Discretionary %98.9%

Total Clients350

Team

Total Employees5

Investment Advisers8

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record31

First FilingJul 9, 2013

Latest FilingMar 3, 2026

🔒 Full AUM trend chart and 31 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FUSION FAMILY WEALTH, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.