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FUSION FAMILY WEALTH, LLC
CRD 168254File 801-78339
APPROVED
Retail clients
Custody
Filing as of Mar 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.44B
Above cohort median (national)
Discretionary AUM
$1.43B
Non-discretionary $15.5M
Clients
368
1,324 accounts
Employees
8
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 25, 2013
- Principal office
- 88 FROEHLICH FARM BOULEVARD, SUITE 401, WOODBURY, NY, 11797
- Phone
- (516) 206-1320
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.44B
- Discretionary AUM
- $1.43B
- Non-discretionary AUM
- $15.5M
- Discretionary accounts
- 1,311
- Non-discretionary accounts
- 13
- Total accounts
- 1,324
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $45.9M |
| High net worth individuals | 200 | $1.25B |
| Pension and profit sharing plans | 9 | $24.8M |
| Individuals (other than high net worth individuals) | 159 | $116.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 8 | decreased by1 |
| Apr 1, 2026 | Clients | 350 | 368 | increased by18 |
| Apr 1, 2026 | AUM | $1,201,682,793 | $1,441,403,309 | increased by$239,720,516 |
| Apr 1, 2026 | Accounts | 1,299 | 1,324 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 9 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 299 | 350 | increased by51 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $912,214,102 | $1,201,682,793 | increased by$289,468,691 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,122 | 1,299 | increased by177 |
| Apr 1, 2022 | Clients | 273 | 299 | increased by26 |
| Apr 1, 2022 | AUM | $964,068,655 | $912,214,102 | decreased by$51,854,553 |
| Apr 1, 2022 | Accounts | 1,124 | 1,122 | decreased by2 |
| Aug 1, 2021 | AUM | $818,000,000 | $964,068,655 | increased by$146,068,655 |
| Aug 1, 2021 | Accounts | 1,070 | 1,124 | increased by54 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FUSION FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FUSION FAMILY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.