Fusion Family Wealth, LLC
Firm details
- Headquarters
- Woodbury, New York
- CRD number
- 168254
- Registered since
- July 25, 2013
- Website
- www.fusionfamilywealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI87.02%
- Individuals8.07%
- Corporations / Businesses3.18%
- Pension & Profit Sharing Plans1.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fusion Family Wealth, LLC is an independent registered investment adviser formed in 2013 and organized as an LLC. The firm serves individual and family clients alongside institutional and small-business relationships, and it provides financial planning, portfolio management for individuals and businesses, pension consulting and the selection of other advisers. Fusion reports a fee model that includes a percentage-of-AUM component and identifies itself as a capital allocator, which aligns with its practice of directing client assets to third-party managers. The firm is not positioned as an active ESG investor and is registered to operate in a single state. Fusion was listed among FA Magazine’s Top RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- US Government Bonds1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Jonathan Blau
President and Chief Executive OfficerCRD 1976757
Brett Stanton
CCO & COOCRD 2721237
Contacts
3 of 3
Harvey Radler
Managing DirectorCRD 369938
Jeff Blick
Senior Wealth AdvisorCRD 4335375
James Cloudman
Portfolio Management SpecialistCRD 5875278
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$1.9B in ETFs
100%
$1.9B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $268M | 390,755 | 13.92% |
Location
Woodbury, NY
Nassau
Location
Woodbury, NY
Headquartered in Woodbury, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 88 Froehlich Farm Blvd
- Time zone
- ET (UTC-5)
- Office locations
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