LP Profile

Fusion Family Wealth

Also known as fusion family wealth

Wealth ManagerWoodbury, United StatesFounded 2013
$676M
Assets Under Management
Woodbury
Headquarters
Investment Focus

About Fusion Family Wealth

Fusion Family Wealth believes in planning-driven investments that don

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Fusion Family Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.4B
Total Clients
1,324
Filing Date
March 3, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Fusion Family Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Fusion Family Wealth?

Fusion Family Wealth is a wealth manager based in Woodbury, United States, managing approximately $676M in assets.

Where is Fusion Family Wealth headquartered?

Fusion Family Wealth is headquartered in Woodbury, United States.

How much does Fusion Family Wealth manage?

Fusion Family Wealth manages approximately $676M in assets under management.

When was Fusion Family Wealth founded?

Fusion Family Wealth was founded in 2013.

How can I contact Fusion Family Wealth?

Verified contact details, key decision-makers, and investment preferences for Fusion Family Wealth are available on LPbacked. Create a free account to access them.