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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | NA | Control |
| FLOOD, KEITH, OWEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IAMUNNO, MARGARET, A | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| IAMUNNO, MARGARET, A | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| IAMUNNO, MARGARET, A | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| IAMUNNO, MARGARET, A | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| IAMUNNO, MARGARET, A | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| PRO TEM HOLDINGS, LLC | DE | MANAGER | NA | Control |
| SCIORTINO, MICHAEL | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SCIORTINO, MICHAEL | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STANTON, BRETT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| BLAU, JONATHAN, RUSSELL | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | E | Control |
| BLAU, JONATHAN, RUSSELL | I | CHIEF EXECUTIVE OFFICER AND MEMBER | E | Control |
| FUSION FAMILY WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FUSION FAMILY WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FUSION FAMILY WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FUSION FAMILY WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FUSION FAMILY WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FUSION FAMILY WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FUSION FAMILY WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FUSION FAMILY WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FUSION FAMILY WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FUSION FAMILY WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FUSION FAMILY WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FUSION FAMILY WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BLAU, JONATHAN, RUSSELL | I | FFW LEGACY, LLC | E | Control |
| BLAU, JONATHAN, RUSSELL | I | FFW LEGACY, LLC | E | Control |
| BLAU, JONATHAN, RUSSELL | I | FFW LEGACY, LLC | E | Control |
| BLAU, JONATHAN, RUSSELL | I | FFW LEGACY, LLC | E | Control |
| BLAU, JONATHAN, RUSSELL | I | FFW LEGACY, LLC | E | Control |
| BLAU, JONATHAN, RUSSELL | I | FFW LEGACY, LLC | E | Control |
| BLAU, JONATHAN, RUSSELL | I | FFW LEGACY, LLC | E | Control |
| BLAU, JONATHAN, RUSSELL | I | FFW LEGACY, LLC | E | Control |
| BLAU, JONATHAN, RUSSELL | I | FFW LEGACY, LLC | E | Control |
| BLAU, JONATHAN, RUSSELL | I | FFW LEGACY, LLC | E | Control |
| BLAU, JONATHAN, RUSSELL | I | FFW LEGACY, LLC | E | Control |
| FFW LEGACY, LLC | DE | FUSION FAMILY WEALTH HOLDINGS, LLC | E | Control |
| FFW LEGACY, LLC | DE | FUSION FAMILY WEALTH HOLDINGS, LLC | E | Control |
| FFW LEGACY, LLC | DE | FUSION FAMILY WEALTH HOLDINGS, LLC | E | Control |
| FFW LEGACY, LLC | DE | FUSION FAMILY WEALTH HOLDINGS, LLC | E | Control |
| FFW LEGACY, LLC | DE | FUSION FAMILY WEALTH HOLDINGS, LLC | E | Control |
| FFW LEGACY, LLC | DE | FUSION FAMILY WEALTH HOLDINGS, LLC | E | Control |
| FFW LEGACY, LLC | DE | FUSION FAMILY WEALTH HOLDINGS, LLC | E | Control |
| FFW LEGACY, LLC | DE | FUSION FAMILY WEALTH HOLDINGS, LLC | E | Control |
| FFW LEGACY, LLC | DE | FUSION FAMILY WEALTH HOLDINGS, LLC | E | Control |
| FFW LEGACY, LLC | DE | FUSION FAMILY WEALTH HOLDINGS, LLC | E | Control |
| FFW LEGACY, LLC | DE | FUSION FAMILY WEALTH HOLDINGS, LLC | E | Control |
| PKS HOLDINGS, LLC | DE | PRO TEM HOLDINGS, LLC | E | Control |
| PURCELL, JOHN, PETER | I | PKS HOLDINGS, LLC | C | Control |
| STAFF, MICHAEL, THEODORE | I | PKS HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Feb 14, 2025 REGISTERED
Notice Filings (9)
CA CT FL MA NH NJ NY PA TX
Address
88 FROEHLICH FARM BOULEVARDSUITE 401
WOODBURY, NY 11797
United States
Phone: (516) 206-1320