What departments does Fusion Family Wealth have?

Fusion Family Wealth has employees across 2 departments including Analytics, Support.

What is the largest department at Fusion Family Wealth?

The largest department at Fusion Family Wealth is Analytics with 1 employees.

Where are Fusion Family Wealth employees located globally?

Fusion Family Wealth has employees across 1 continents and 1 countries including United States Of America.

How has Fusion Family Wealth's team size changed over time?

Fusion Family Wealth's team has decreased from approximately 7 to 6 employees based on available data.

Fusion Family Wealth Employee Directory

Financial ServicesNew York, United States2-10 Employees

Fusion Family Wealth is a financial services firm operating as a fee-only fiduciary registered investment advisor, based in Woodbury, New York. Founded in November 2013, the firm oversees more than $1 billion in assets under management and advisement, offering investment management alongside wealth-planning services. Its approach centers on behavioral finance, integrating understanding of investor psychology with technical investment skills to help clients adhere to plans and avoid common decision-making pitfalls. The company serves individual investors seeking objective, fiduciary guidance and emphasizes helping clients manage decisions outside the portfolio, aiming to influence outcomes by addressing behavioral factors. Recent developments include recognition by Forbes as a Top 250 RIA firm and a strategic partnership with Merchant Investment Management, highlighting its ongoing collaboration within the broader independent advisory ecosystem.

Fusion Family Wealth Global Highlights

North America
13

United States Of America
13

Fusion Family Wealth's Leadership

L. I.
Senior Client Service Associate
Mobile Phone
Email
F. G.
Business Analyst
Mobile Phone
Email
J. F.
Executive Assistant To Jonathan
Mobile Phone
Email
M. M.
Client Support Specialist
Mobile Phone
Email

Fusion Family Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other

Contact profiles from Fusion Family Wealth

Name

Title

Contact

Location

Last Update

L. I.
Senior Client Service Associate
Mobile Phone
Email
Oct 21, 2024
F. G.
Business Analyst
Mobile Phone
Email
Oct 23, 2024
J. F.
Executive Assistant To Jonathan
Mobile Phone
Email
Jul 02, 2025
M. M.
Client Support Specialist
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Fusion Family Wealth known for?

Fusion Family Wealth was founded in 2013 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-516-206-****

. Explore Fusion Family Wealth's company overview page for more information.

What is Fusion Family Wealth's most common email format?

Fusion Family Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Fusion Family Wealth email formats with LeadIQ.

How many employees does Fusion Family Wealth have currently?

Fusion Family Wealth has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Fusion Family Wealth's key employees and leadership?

As of July 2026, Fusion Family Wealth's key employees include:

Senior Client Service Associate: L. I.
Business Analyst: F. G.
Executive Assistant To Jonathan: J. F.
Client Support Specialist: M. M.

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Fusion Family Wealth Employee Directory

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