{
  "crd_number": 168254,
  "slug": "fusion-family-wealth-llc-woodbury-ny-168254",
  "primary_business_name": "FUSION FAMILY WEALTH, LLC",
  "legal_name": "FUSION FAMILY WEALTH, LLC",
  "dbas": [],
  "city": "Woodbury",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-07-25",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-03-03",
  "carried_forward": false,
  "raum_total": 1441403309.0,
  "raum_discretionary": 1425894758.0,
  "raum_non_discretionary": 15508551.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 8,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 116312874.0,
      "count": 159
    },
    "pension_profit_sharing": {
      "raum": 24816312.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 1254372208.0,
      "count": 200
    },
    "corporations_other_businesses": {
      "raum": 45901915.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "MA",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://crazywealthypodcast.fusionfamilywealth.com",
    "https://facebook.com/fusionfamilywealth",
    "https://fusionfamilywealth.com",
    "https://linkedin.com/company/fusion-family-wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168254",
  "city_as_filed": "WOODBURY",
  "url": "https://advisorcensus.com/firm/fusion-family-wealth-llc-woodbury-ny-168254",
  "display_name": "Fusion Family Wealth, LLC",
  "summary": "Fusion Family Wealth, LLC is an SEC-registered investment advisory firm in Woodbury, NY, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 3, 2026.",
  "citation": "AdvisorCensus. Fusion Family Wealth, LLC (CRD 168254): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Fusion Family Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fusion Family Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "How much does Fusion Family Wealth, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 3, 2026 states: Hourly rate: $300 an hour (financial planning and/or consulting services…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Fusion Family Wealth, LLC located?",
      "a": "Fusion Family Wealth, LLC's principal office is in Woodbury, NY, according to its Form ADV."
    },
    {
      "q": "Is Fusion Family Wealth, LLC registered with the SEC or a state?",
      "a": "Fusion Family Wealth, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168254."
    },
    {
      "q": "How much does Fusion Family Wealth, LLC manage?",
      "a": "Fusion Family Wealth, LLC reports $1,441,403,309 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (99% discretionary)."
    },
    {
      "q": "How have Fusion Family Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Fusion Family Wealth, LLC: Regulatory assets under management: $964,068,655 in the October 2021 data and $1,441,403,309 in the October 2026 data, up 50%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Fusion Family Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (200); individuals (other than high net worth individuals) (159); pension and profit sharing plans (but not the plan participants or government pension plans) (9)."
    },
    {
      "q": "Which custodians does Fusion Family Wealth, LLC use?",
      "a": "Fusion Family Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Fusion Family Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168254"
    },
    {
      "q": "Does Fusion Family Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 3, 2026 says: \"The Registrant generally requires a $5 million aggregate asset minimum for investment advisory services. The Registrant, in its sole discretion, may reduce its minimum asset preference based upon certain criteria\""
    },
    {
      "q": "What changed in Fusion Family Wealth, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,201,682,793 to $1,441,403,309 (+20%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 964068655.0,
      "total_employees": 8,
      "filing_date": "2021-07-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 912214102.0,
      "total_employees": 8,
      "filing_date": "2022-07-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 849015383.0,
      "total_employees": 8,
      "filing_date": "2023-04-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1013196413.0,
      "total_employees": 9,
      "filing_date": "2024-04-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1201682793.0,
      "total_employees": 9,
      "filing_date": "2025-02-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1441403309.0,
      "total_employees": 8,
      "filing_date": "2026-03-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,201,682,793 to $1,441,403,309 (+20%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 3, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 an hour (financial planning and/or consulting services…)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The Registrant generally requires a $5 million aggregate asset minimum for investment advisory services. The Registrant, in its sole discretion, may reduce its minimum asset preference based upon certain criteria"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (financial planning and/or consulting services…)"
        ],
        "quotes": [
          "Registrant’s planning and consulting fees are negotiable but are generally charged at a rate of $300 per hour, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 5000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and/or consulting services (including investment and non-investment related matters, including estate"
        }
      ]
    },
    "quotes": [
      "The Registrant generally requires a $5 million aggregate asset minimum for investment advisory services. The Registrant, in its sole discretion, may reduce its minimum asset preference based upon certain criteria",
      "Registrant’s planning and consulting fees are negotiable but are generally charged at a rate of $300 per hour, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/fusion-family-wealth-llc-woodbury-ny-168254.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 159,
      "fewer_than_5": false,
      "raum": 116312874.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 200,
      "fewer_than_5": false,
      "raum": 1254372208.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 24816312.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 45901915.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168254",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}