Fusion Family Wealth, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 368
- Avg AUM / client
- $3.9M
- Accounts
- 1,324
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 159 | $116M | 8.07% |
| High net worth individuals | 200 | $1.3B | 87.0% |
| Pension and profit sharing plans | 9 | $24.8M | 1.72% |
| Corporations and other businesses | Fewer than 5 clients | $45.9M | 3.18% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Gettry Marcus Cpa, P.C. 401(k) Plan Gettry Marcus Cpa, P.C. | 2024 | |
| Kaufman Dolowich,Llp Retirement Plan Kaufman Dolowich,Llp | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Russell Blau | Chief Executive Officer And Member | Nov 2013 (13y) | ≈ 42.19% – 100% via Ffw Legacy, Llc | |
| Brett Douglas Stanton | Chief Compliance Officer And Chief Operating Officer | Nov 2016 (10y) | Less than 5% | |
| Harvey Lee Radler | Registered representative | May 2021 (5y) | ||
| Jeff Scott Blick | Registered representative | May 2021 (5y) | ||
| James Frank Cloudman | Registered representative | Aug 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fusion Family Wealth Holdings, Llc | Member | Jun 2021 | A | 75% or more |
| Ffw Legacy, Llc | Managing Member | Jun 2021 | B | ≈ 56.25% – 100% via Fusion Family Wealth Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jonathan Russell Blau: 75% – 100% of Ffw Legacy, Llc × 75% – 100% of Fusion Family Wealth Holdings, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Ffw Legacy, Llc: 75% – 100% of Fusion Family Wealth Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Gettry Marcus Cpa, P.C. 401(k) Plan | Gettry Marcus Cpa, P.C. | 0 | $974K | 01/01/2024 |
| Kaufman Dolowich,Llp Retirement Plan | Kaufman Dolowich,Llp | 339 | $44.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 978 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $1.3B (90% of AUM) Mar 2026
- Pershing $147M (10% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗