{"url":"https://nivawealth.com/firms/fusion-family-wealth-168254","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/168254","regulatoryAum":1441403309,"crd":"168254","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1976757","suffix":null,"lastName":"BLAU","firstName":"JONATHAN","middleName":"RUSSELL"},{"crd":"4335375","suffix":null,"lastName":"BLICK","firstName":"JEFF","middleName":"SCOTT"},{"crd":"5875278","suffix":"JR","lastName":"CLOUDMAN","firstName":"JAMES","middleName":"FRANK"},{"crd":"369938","suffix":null,"lastName":"RADLER","firstName":"HARVEY","middleName":"LEE"},{"crd":"2721237","suffix":null,"lastName":"STANTON","firstName":"BRETT","middleName":"DOUGLAS"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-16","regulatoryAum":964068655,"clients":273,"employees":8,"offices":1},{"filedOn":"2022-07-21","regulatoryAum":912214102,"clients":299,"employees":8,"offices":1},{"filedOn":"2023-04-21","regulatoryAum":849015383,"clients":327,"employees":8,"offices":1},{"filedOn":"2024-04-22","regulatoryAum":1013196413,"clients":334,"employees":9,"offices":1},{"filedOn":"2025-02-14","regulatoryAum":1201682793,"clients":350,"employees":9,"offices":1},{"filedOn":"2026-03-03","regulatoryAum":1441403309,"clients":368,"employees":8,"offices":1}],"secFileNumber":"801-78339","legalName":"Fusion Family Wealth, LLC","displayName":"Fusion Family Wealth","slug":"fusion-family-wealth-168254","website":"https://fusionfamilywealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/168254/1814639139c237d0-r1.webp","tone":"light","width":806,"height":200,"sourceUrl":"https://www.fusionfamilywealth.com","sourceLabel":"Fusion Family Wealth, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/fusion-family-wealth/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"88 Froehlich Farm Boulevard, Suite 401","city":"Woodbury","state":"NY","stateName":"New York","country":"United States","postalCode":"11797"},"tradeNames":[],"registration":{"secApproved":"25 July 2013","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":3818064.295264624,"staff":{"employees":8,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":4},"aum":{"regulatory":1441403309,"discretionary":1425894758,"discretionaryAccounts":1311,"nonDiscretionary":15508551,"nonDiscretionaryAccounts":13,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":6},"clientTypes":[{"label":"Individuals (other than HNW)","clients":159,"regulatoryAum":116312874},{"label":"High-net-worth individuals","clients":200,"regulatoryAum":1254372208},{"label":"Pension and profit-sharing plans","clients":9,"regulatoryAum":24816312},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":45901915}],"feePrograms":[{"role":"main","program":"Investment Advisory Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013698","versionId":1013698,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-03","documentName":"FUSION FAMILY WEALTH ADV 2A","fee_rate_low":0.8,"fee_rate_high":1.1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Reporting for excluded assets","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013698","versionId":1013698,"submittedOn":"2026-03-03","documentName":"FUSION FAMILY WEALTH ADV 2A"},{"role":"other","program":"Stand-alone financial planning and consulting","summary":"Stand-alone financial planning and consulting is negotiable but generally charged at a rate of $300 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013698","versionId":1013698,"submittedOn":"2026-03-03","documentName":"FUSION FAMILY WEALTH ADV 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T05:03:33.609961+00:00","documents":[{"name":"FUSION FAMILY WEALTH ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013698","versionId":1013698,"submittedOn":"2026-03-03"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":1291449451},{"name":"Pershing Advisor Solutions LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":147053858}],"custodyNote":"Fusion Family Wealth has custody of $66.4M in client assets for 76 clients.","leadership":[{"name":"Jonathan Blau","title":"Chief Executive Officer and Member","crd":"1976757"},{"name":"Brett Stanton","title":"Chief Compliance Officer and Chief Operating Officer","crd":"2721237"}],"ownership":[{"label":"Fusion Family Wealth Holdings, LLC","detail":"Member in the 75% or more ownership band and a control person, since June 2021."},{"label":"Fusion Family Wealth Holdings,","detail":"Member in the 75% or more ownership band and a control person, since June 2021."},{"label":"FFW Legacy, LLC","detail":"Indirect owner: a managing member of Fusion Family Wealth Holdings, LLC in the 75% or more band and a control person, since June 2021.","parent":"Fusion Family Wealth Holdings, LLC"},{"label":"Jonathan Blau","detail":"Indirect owner: a member of FFW Legacy, LLC in the 75% or more band and a control person, since June 2021.","parent":"FFW Legacy, LLC"}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"88 Froehlich Farm Boulevard, Suite 401","city":"Woodbury","headquarters":true}]}],"brochureServices":["estate planning","insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"516-206-1320","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":97},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"3 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/168254/PDF/168254.pdf","brochureDate":"3 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013698","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Fusion Family Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Fusion Family Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Fusion Family Wealth charge?","answer":"Fusion Family Wealth charges 0.80%–1.10% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable.","source":"FUSION FAMILY WEALTH ADV 2A, filed 3 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Fusion Family Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fusion Family Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fusion Family Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fusion Family Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fusion Family Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Fusion Family Wealth registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Fusion Family Wealth?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 3 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/fusion-family-wealth-168254/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-07","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1696209/000195175726001150/0001951757-26-001150-index.html","totalValue":1505176297,"positionCount":50,"top10Share":0.8372965117188528,"top10":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":268374279,"shares":390755,"shareType":"SH","priorValue":235330609,"priorShares":393826},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P 500 REVENUE","cusip":"46138G698","value":212908999,"shares":1666476,"shareType":"SH","priorValue":192712581,"priorShares":1677074},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}