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FUSION FAMILY WEALTH, LLC

WOODBURY, NY · CRD 168254 · IAPD ↗ · (516) 206-1320

$1.44BRegulatory AUM
5Advisory reps
8Employees
6Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — FUSION FAMILY WEALTH, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2024 — FUSION FAMILY WEALTH, LLC crossed $1B in regulatory AUM ($849.0M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.