This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Legacy
- Established Date
- 07-25-2013
- Office Locations
- 1
Office Locations
About Fusion Family Wealth, LLC
Fusion Family Wealth is an independent, fee-only fiduciary RIA in Woodbury, NY, focused on behavioral investment counseling and plan-based wealth management. The firm emphasizes patience and disciplined adherence to client-specific objectives rather than market timing, adjusting portfolios primarily for life events or goal changes. Portfolios are ETF-centric and commonly custodied at Fidelity/NFS and Pershing.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JONATHAN RUSSELL BLAU
Chief Executive Officer, President
- CRD
- #1976757
- Ownership
- Less than 5%
BRETT DOUGLAS STANTON
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #2721237
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
JEFF SCOTT BLICK
Wealth Advisor
- CRD
- #4335375
JAMES FRANK CLOUDMAN JR
Wealth Advisor
- CRD
- #5875278
Foundation ridge
Capital delta
- CRD
- #53492
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,425,894,758 | $1,087,639 |
| Non-Discretionary | $15,508,551 | $1,192,965 |
| Total | $1,441,403,309 | $1,088,673 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,441,403,309
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,165,792,812 | 19.5% |
| Cash | $1,829,397,951 | 30.6% |
| Municipal Bonds | $1,524,498,293 | 25.5% |
| U.S. Government/Agency | $1,458,735,622 | 24.4% |
| Total | $5,978,424,678 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX INSIGHT | VALUE RADIAL | JERO10N0B | LZIW | 8.67% | $92,022,038 |
| CAPITAL FRONTIER | PEAK GLACIER | 5YIMP6MTA | WMO | 10.72% | $1,377,546 |
| VECTOR FUSION VALUE | SUMMIT ELEMENT | 24QNE08PO | AWR | 6.73% | $77,323,581 |
| SIGNAL PRIME VITAL | QUANTUM MATRIX | DMFZ2IHIK | KSQLY | 4.34% | $16,037,779 |
| PEAK FOUNDATION PIONEER | RIDGE PIONEER | BPURN0PWN | ZPL | 10.42% | $43,767,532 |
| OPTIMA VECTOR TIMBER | HORIZON NORTH | 44PZM0HFF | QTTI | 9.37% | $20,732,816 |
| LEGACY LEGACY MOMENTUM | UNISON RIDGE | 83OCCSWSY | NERB | 8.75% | $76,402,934 |
| DELTA ATLAS | VALUE RIDGE | RMCJPHDHT | ICYS | 10.68% | $17,555,889 |