SEC Form ADV

FUSION FAMILY WEALTH, LLC

Registered Investment AdviserNY
$1.4B
Assets Under Management
1,324
Total Clients
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Registration Details

Accession
CRD-168254
Location
WOODBURY, NY
Filing Date
March 3, 2026
AUM
$1.4B
Total Clients
1,324
Amendment
No

About this Adviser

FUSION FAMILY WEALTH, LLC is a registered investment adviser headquartered in WOODBURY, NY, managing approximately $1.4B in assets across 1,324 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.