Fusion Family Wealth, LLC

Fusion Family Wealth, LLC (CRD# 168254) is a financial advisory firm headquartered in Woodbury, NY. They manage $651,880,000 in 1,336 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    652
    MILLION
  • Total Number of Accounts
    1,336
    ACCOUNTS
  • Average Account Value
    $487,934
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, NJ, NY, PA, TX

Financial Advisors at Fusion Family Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan R. Blau
CRD#: 1976757
88 Froehlich Farm Boulevard, Suite 401, Woodbury, NY 11797
93
Wealthminder
score

Jonathan Blau (CRD# 1976757) is an Investment Advisor Representative working at Fusion Family Wealth, LLC in Woodbury, NY and has over 21 years of experience in the finance industry.

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