Fusion Family Wealth LLC

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Assets, Funds, Holdings

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Fusion Family Wealth LLC
CRD #168254
SEC #801-78339
CIK #
AUM $620.0 MM (96% Disc, 100% US)
Employees8 (50% Investors, 0% Brokers)
Phone516-206-1320
Address88 Froehlich Farm Boulevard
Woodbury, NY 11797
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
DEM 68.0
VEA 47.7
VOO 37.2
RWL 32.2
VSS 18.6
VWO 16.2
VV 13.3
VB 12.1
ECON 10.7
RWK 9.6
View All
Holdings by Sector ($BB)
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