Fusion Family Wealth, LLC

Public-record details

Address

88 Froehlich Farm Boulevard, Suite 401, Woodbury, NY 11797

Phone

(516) 206-1320

Listed under

Financial planning, % of assets managed, Retirement plan consulting

CRD number

168254

Registration

SEC registered since 2013-07-25

Compensation (Form ADV 5.E)

Percentage of assets under management; Other (Percentage of Retirement Plan Assets Under Advisement)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers

Regulatory assets under management

$1.4 billion

Accounts managed

1,324

Clients reported (Form ADV 5.D)

368

Individual / high-net-worth clients

159 / 200

Employees

8

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-03

SEC registered investment adviser, CRD 168254, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 168254 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.