Fusion Family Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, and insurance.
Fusion Family Wealth reports 368 clients. They include 200 high-net-worth individuals, 159 individual clients, and 9 pension and profit-sharing plans. Of its assets, 98.9% ($1.43B across 1,311 accounts) are managed with discretion; $15.5M across 13 accounts are not. It advised 6 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 8% |
| High-net-worth individuals | 54% | 87% |
| Pension and profit-sharing plans | 2% | 2% |
| Corporations and other businesses | Fewer than 5 | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 159 | $116M | 8.1% | $732K |
| High-net-worth individuals | 200 | $1.25B | 87.0% | $6.27M |
| Pension and profit-sharing plans | 9 | $24.8M | 1.7% | $2.76M |
| Corporations and other businesses | Fewer than 5 | $45.9M | 3.2% | — |
| Total | 368 | $1.44B | 100% | — |
- Clients
- 159
- Regulatory AUM
- $116M
- AUM share
- 8.1%
- Avg. per client
- $732K
- Clients
- 200
- Regulatory AUM
- $1.25B
- AUM share
- 87.0%
- Avg. per client
- $6.27M
- Clients
- 9
- Regulatory AUM
- $24.8M
- AUM share
- 1.7%
- Avg. per client
- $2.76M
- Clients
- Fewer than 5
- Regulatory AUM
- $45.9M
- AUM share
- 3.2%
- Avg. per client
- —
Total
- Clients
- 368
- Regulatory AUM
- $1.44B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 6
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Fusion Family Wealth charges 0.80%–1.10% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Reporting for excluded assets
- Clients who receive reporting on assets the firm does not manage pay an additional annual reporting services fee of $80 per Yodlee account; non-managed assets held with the firm carry a 0.02% (2 bps) reporting fee.
- Stand-alone financial planning and consulting
- Stand-alone financial planning and consulting is negotiable but generally charged at a rate of $300 per hour.
Fusion Family Wealth Holdings, LLC owns 75% or more of Fusion Family Wealth and is in turn owned by FFW Legacy, LLC (75% or more). Jonathan Blau is CEO; the leadership team includes Chief Operating Officer Brett Stanton. It has 8 employees, 5 of them in advisory roles.
Leadership
- Jonathan BlauChief Executive Officer and Member
- Brett StantonChief Compliance Officer and Chief Operating Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Jonathan Russell Blau
- Jeff Scott Blick
- James Frank Cloudman JR
- Harvey Lee Radler
- Brett Douglas Stanton
Staff
- 8 employees
- 5 in advisory functions
- 5 state-registered reps
- 4 soliciting firms
- Owns 75% or more of Fusion Family Wealth, LLC
Fusion Family Wealth Holdings, LLC
Control person · since June 2021
- Owns 75% or more of Fusion Family Wealth Holdings, LLC
FFW Legacy, LLC
Control person · since June 2021
- Owns 75% or more of FFW Legacy, LLC
Jonathan Blau
Control person · since June 2021
- Owns 75% or more of Fusion Family Wealth, LLC
Fusion Family Wealth Holdings,
Control person · since June 2021
Fusion Family Wealth’s regulatory assets grew from $964M (July 2021) to $1.44B (March 2026); clients rose from 273 to 368 and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.44B | 368 | 8 | 1 |
| February 2025 | $1.2B | 350 | 9 | 1 |
| April 2024 | $1.01B | 334 | 9 | 1 |
| April 2023 | $849M | 327 | 8 | 1 |
| July 2022 | $912M | 299 | 8 | 1 |
| July 2021 | $964M | 273 | 8 | 1 |
Besides its headquarters, Fusion Family Wealth has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 88 Froehlich Farm Boulevard, Suite 401, WoodburyHQ
Contact and registration details
- Legal name
- Fusion Family Wealth, LLC
- Headquarters
- 88 Froehlich Farm Boulevard, Suite 401, Woodbury, NY 11797
- Website
- fusionfamilywealth.com
- Phone
- 516-206-1320
- @fusion-family-wealth
- SEC file
- 801-78339
- Structure
- Delaware LLC
- Fiscal year end
- December
Fusion Family Wealth uses Fidelity ($1.29B, 90%) and Pershing ($147M, 10%) as custodians for its separately managed accounts. Fusion Family Wealth has custody of $66.4M in client assets for 76 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.29B90%
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $147M10%
At year end, Fusion Family Wealth’s separately managed accounts were mostly in stocks (97%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.51B across 50 positions; the largest are Vanguard Index Fds (17.8%), Invesco Exch Traded FD TR II (14.1%) and Vanguard Tax-managed Fds (9.3%).
What the accounts hold
- Stocks97%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash1%
Reported 13F holdings
- $1.51B
- Reported 13F value
- 50
- Positions
- 83.7%
- In the 10 largest
- +12.4%
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs17.8%
- Invesco Exch Traded FD TR II · S&P 500 Revenue14.1%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt9.3%
- Vanguard Index Fds · Small CP ETF9.1%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF7.9%
- iShares Inc. · Core MSCI Emkt6.0%
- Invesco Exch Traded FD TR II · S&P Smallcap 6005.8%
- Invesco Exch Traded FD TR II · S&P Mdcp 400 Rev5.3%
- Invesco Qqq TR · Unit Ser 14.7%
- iShares TR · Core MSCI Eafe3.7%
Together, the ten largest are 83.7% of reported value.
How many clients does Fusion Family Wealth have?
Fusion Family Wealth has 368 clients and manages $1.44 billion for them, as of March 2026. They include 200 high-net-worth individuals, 159 individual clients, and 9 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does Fusion Family Wealth offer?
Fusion Family Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Fusion Family Wealth charge?
Fusion Family Wealth charges 0.80%–1.10% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable.
Which custodians does Fusion Family Wealth use?
Fusion Family Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.29B and Pershing Advisor Solutions LLC (Jersey City, NJ), with $147M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026
How many financial advisors does Fusion Family Wealth have?
Fusion Family Wealth has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fusion Family Wealth invest in?
At the end of its last fiscal year, Fusion Family Wealth’s separately managed accounts held 97% exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fusion Family Wealth?
Fusion Family Wealth is owned through a chain of holding companies by Jonathan Blau. Its direct owners are Fusion Family Wealth Holdings, LLC (75% or more) and Fusion Family Wealth Holdings (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does Fusion Family Wealth get paid?
Fusion Family Wealth is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Fusion Family Wealth registered with the SEC?
Yes, Fusion Family Wealth has been registered with the SEC as an investment adviser since 25 July 2013. Its CRD number is 168254 and its SEC file number is 801-78339.
Source: Form ADV Part 1A, Item 1, filed 3 March 2026; IAPD firm record
How do I contact Fusion Family Wealth?
Fusion Family Wealth’s main office is at 88 Froehlich Farm Boulevard, Suite 401, Woodbury, NY 11797. Its phone number is 516-206-1320. Its website is fusionfamilywealth.com.