FUSION FAMILY WEALTH, LLC
CRD #168254 SEC #801-78339 WOODBURY, NY (516) 206-1320
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
9
Clients
10
Accounts
1,299
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $1.2B | $1.2B | $16.8M | 9 | 9 |
| Apr 2024 | $1B | $998.8M | $14.4M | 9 | 11 |
| Mar 2024 | $1B | $998.8M | $14.4M | 9 | 11 |
| Apr 2023 | $849M | $832.1M | $16.9M | 8 | 12 |
| Feb 2023 | $849M | $832.1M | $16.9M | 8 | 12 |
| Oct 2022 | $912.2M | $894.9M | $17.3M | 8 | 0 |
| Jul 2022 | $912.2M | $894.9M | $17.3M | 8 | 0 |
| Mar 2022 | $912.2M | $894.9M | $17.3M | 8 | 0 |
| Mar 2022 | $912.2M | $894.9M | $17.3M | 8 | 0 |
| Jul 2021 | $964.1M | $935.6M | $28.5M | 8 | 0 |
| Jul 2021 | $964.1M | $935.6M | $28.5M | 8 | 0 |
| Mar 2021 | $818M | $796M | $22M | 8 | 0 |
| Mar 2021 | $818M | $796M | $22M | 8 | 0 |
| Jun 2020 | $676M | $647M | $29M | 8 | 0 |
| Jan 2020 | $676M | $647M | $29M | 8 | 0 |
| Aug 2019 | $620M | $596.2M | $23.8M | 8 | 0 |
| Mar 2019 | $570.7M | $550.4M | $20.3M | 8 | 0 |
| Mar 2018 | $626.3M | $601.4M | $24.9M | 9 | 0 |
| Jan 2018 | $651.9M | $620M | $31.9M | 9 | 0 |
| Sep 2017 | $622.6M | $607.4M | $15.2M | 10 | 200 |
| Mar 2017 | $622.6M | $607.4M | $15.2M | 9 | 200 |
| Jan 2017 | $660.1M | $645.2M | $14.8M | 9 | 200 |
| Jan 2017 | $660.1M | $645.2M | $14.8M | 9 | 200 |
| Mar 2016 | $621M | $609.6M | $11.4M | 9 | 200 |
| Dec 2015 | $779.7M | $779.7M | $0 | 8 | 200 |
| Nov 2015 | $779.7M | $779.7M | $0 | 8 | 200 |
| May 2015 | $779.7M | $779.7M | $0 | 8 | 200 |
| Mar 2015 | $779.7M | $779.7M | $0 | 8 | 200 |
| Nov 2014 | $753.4M | $753.4M | $0 | 8 | 163 |
| Mar 2014 | $688.9M | $688.9M | $0 | 8 | 163 |
| Nov 2013 | $0 | $0 | $0 | 4 | 0 |
DateFeb 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$16.8M
Employees9
Clients9
DateApr 2024
Total AUM$1B
Discretionary$998.8M
Non-Disc.$14.4M
Employees9
Clients11
DateMar 2024
Total AUM$1B
Discretionary$998.8M
Non-Disc.$14.4M
Employees9
Clients11
DateApr 2023
Total AUM$849M
Discretionary$832.1M
Non-Disc.$16.9M
Employees8
Clients12
DateFeb 2023
Total AUM$849M
Discretionary$832.1M
Non-Disc.$16.9M
Employees8
Clients12
DateOct 2022
Total AUM$912.2M
Discretionary$894.9M
Non-Disc.$17.3M
Employees8
Clients0
DateJul 2022
Total AUM$912.2M
Discretionary$894.9M
Non-Disc.$17.3M
Employees8
Clients0
DateMar 2022
Total AUM$912.2M
Discretionary$894.9M
Non-Disc.$17.3M
Employees8
Clients0
DateMar 2022
Total AUM$912.2M
Discretionary$894.9M
Non-Disc.$17.3M
Employees8
Clients0
DateJul 2021
Total AUM$964.1M
Discretionary$935.6M
Non-Disc.$28.5M
Employees8
Clients0
DateJul 2021
Total AUM$964.1M
Discretionary$935.6M
Non-Disc.$28.5M
Employees8
Clients0
DateMar 2021
Total AUM$818M
Discretionary$796M
Non-Disc.$22M
Employees8
Clients0
DateMar 2021
Total AUM$818M
Discretionary$796M
Non-Disc.$22M
Employees8
Clients0
DateJun 2020
Total AUM$676M
Discretionary$647M
Non-Disc.$29M
Employees8
Clients0
DateJan 2020
Total AUM$676M
Discretionary$647M
Non-Disc.$29M
Employees8
Clients0
DateAug 2019
Total AUM$620M
Discretionary$596.2M
Non-Disc.$23.8M
Employees8
Clients0
DateMar 2019
Total AUM$570.7M
Discretionary$550.4M
Non-Disc.$20.3M
Employees8
Clients0
DateMar 2018
Total AUM$626.3M
Discretionary$601.4M
Non-Disc.$24.9M
Employees9
Clients0
DateJan 2018
Total AUM$651.9M
Discretionary$620M
Non-Disc.$31.9M
Employees9
Clients0
DateSep 2017
Total AUM$622.6M
Discretionary$607.4M
Non-Disc.$15.2M
Employees10
Clients200
DateMar 2017
Total AUM$622.6M
Discretionary$607.4M
Non-Disc.$15.2M
Employees9
Clients200
DateJan 2017
Total AUM$660.1M
Discretionary$645.2M
Non-Disc.$14.8M
Employees9
Clients200
DateJan 2017
Total AUM$660.1M
Discretionary$645.2M
Non-Disc.$14.8M
Employees9
Clients200
DateMar 2016
Total AUM$621M
Discretionary$609.6M
Non-Disc.$11.4M
Employees9
Clients200
DateDec 2015
Total AUM$779.7M
Discretionary$779.7M
Non-Disc.$0
Employees8
Clients200
DateNov 2015
Total AUM$779.7M
Discretionary$779.7M
Non-Disc.$0
Employees8
Clients200
DateMay 2015
Total AUM$779.7M
Discretionary$779.7M
Non-Disc.$0
Employees8
Clients200
DateMar 2015
Total AUM$779.7M
Discretionary$779.7M
Non-Disc.$0
Employees8
Clients200
DateNov 2014
Total AUM$753.4M
Discretionary$753.4M
Non-Disc.$0
Employees8
Clients163
DateMar 2014
Total AUM$688.9M
Discretionary$688.9M
Non-Disc.$0
Employees8
Clients163
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0