DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Fusion Family Wealth, LLC
Latest filing Mar 3, 2026
First filing on the tape Jul 9, 2013 · 35 filings
SEC status approved since Jul 25, 2013
RAUM
$1.4B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
95%
$1.4B individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$288M
derived; firm RAUM over IAPD count
Employees
8
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
35 filings and snapshots on the tape
RAUM$1.4B as of Mar 3, 2026
Mar 21, 2014$689M then
HNW client RAUM$1.3B as of Mar 3, 2026
Jan 22, 2018$547M then
State-registered IARs (5.B.3)5 as of Mar 3, 2026
Mar 21, 20140 then
Employees (5.A)8 as of Mar 3, 2026
Mar 21, 20148 then
Private funds: no history
RAUM +20% over the last fiscal year+19% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Mar 3, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $288MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 72derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $6.3MderivedHNW RAUM over HNW clients
- Average account
- $1.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 1.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.0%derived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $66.4M, 76 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.3B87%
- Individuals$116M8.1%
- Corporations and businesses$45.9M3.2%
- Pension and profit-sharing plans$24.8M1.7%
- Individual clients
- 159reported
- HNW clients
- 200reported
- Pension plan clients
- 9reported
- Charitable clients
- n/areported
- Accounts
- 1,324reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $66.4M for 76 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.95 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jonathan Russell Blau | Woodbury, Ny | Jan 25, 2017 | 30 y | 0 |
| Harvey Lee Radler | Woodbury, Ny | May 12, 2021 | 46 y | 1 |
| Jeff Scott Blick | Woodbury, Ny | May 12, 2021 | 25 y | 1 |
| James Frank Cloudman | Woodbury, Ny | Aug 9, 2021 | 12 y | 0 |
| Brett Douglas Stanton | Woodbury, Ny | Aug 9, 2021 | 26 y | 1 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 20% of current headcount1 left over 36 months
Left, latest
- Drew Shea Gordon to Madison Global Advisors LLCMar 4, 2026 · RIA to RIA
Joined, latest
- Brett Douglas Stanton from Consolidated Portfolio Review CorpAug 9, 2021 · Other
- Harvey Lee Radler from Morgan Stanley Dw Inc.May 12, 2021 · Other
- Jeff Scott Blick from UBS Financial Services Inc.May 12, 2021 · Wirehouse to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Russell Jonathan Blau · Chief Executive Officer And Membercontrolsince 11/2013 · owns less than 5%
- Douglas Brett Stanton · Chief Compliance Officer And Chief Operating Officercontrolsince 11/2016 · owns less than 5%
- Russell Jonathan Blau · Membercontrolsince 06/2021 · owns 75% or more of Ffw Legacy, LLC
Entity owners
- Fusion Family Wealth Holdings, · Memberdirect · owns 75% or more
- Fusion Family Wealth Holdings, LLC · Memberdirect · owns 75% or more
- Ffw Legacy, LLC · Managing Memberindirect · owns 75% or more of Fusion Family Wealth Holdings, LLC
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Woodbury, Ny · principal | 5 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,299 to 1,324Feb 14, 2025 to Mar 3, 2026
- HNW clients · 207 to 200Feb 14, 2025 to Mar 3, 2026
- Individual clients · 135 to 159Feb 14, 2025 to Mar 3, 2026
- Pension plan clients · 8 to 9Feb 14, 2025 to Mar 3, 2026
- Assets in custody · $41.5M to $66.4MFeb 14, 2025 to Mar 3, 2026
- Employees · 9 to 8Feb 14, 2025 to Mar 3, 2026
- Financial planning clients · 1-10 to 0Feb 14, 2025 to Mar 3, 2026
- Discretionary RAUM · $1.2B to $1.4BFeb 14, 2025 to Mar 3, 2026
- HNW RAUM · $1.1B to $1.3BFeb 14, 2025 to Mar 3, 2026
- Individual RAUM · $58.1M to $116MFeb 14, 2025 to Mar 3, 2026
- Non-discretionary RAUM · $16.8M to $15.5MFeb 14, 2025 to Mar 3, 2026
- Pension RAUM · $21.6M to $24.8MFeb 14, 2025 to Mar 3, 2026
- RAUM · $1.2B to $1.4BFeb 14, 2025 to Mar 3, 2026
- Accounts · 1,243 to 1,299Apr 22, 2024 to Feb 14, 2025
- HNW clients · 186 to 207Apr 22, 2024 to Feb 14, 2025
- Individual clients · 140 to 135Apr 22, 2024 to Feb 14, 2025
- Assets in custody · $37.5M to $41.5MApr 22, 2024 to Feb 14, 2025
- Financial planning clients · 1-10 to 1-10Apr 22, 2024 to Feb 14, 2025
- Discretionary RAUM · $999M to $1.2BApr 22, 2024 to Feb 14, 2025
- HNW RAUM · $912M to $1.1BApr 22, 2024 to Feb 14, 2025
- Individual RAUM · $66.1M to $58.1MApr 22, 2024 to Feb 14, 2025
- Non-discretionary RAUM · $14.4M to $16.8MApr 22, 2024 to Feb 14, 2025
- Pension RAUM · $35.3M to $21.6MApr 22, 2024 to Feb 14, 2025
- RAUM · $1.0B to $1.2BApr 22, 2024 to Feb 14, 2025
- Accounts · 1,213 to 1,243Apr 21, 2023 to Mar 4, 2024
- HNW clients · 183 to 186Apr 21, 2023 to Mar 4, 2024
- Individual clients · 135 to 140Apr 21, 2023 to Mar 4, 2024
- Pension plan clients · 9 to 8Apr 21, 2023 to Mar 4, 2024
- Assets in custody · $34.4M to $37.5MApr 21, 2023 to Mar 4, 2024
- Employees · 8 to 9Apr 21, 2023 to Mar 4, 2024
- Financial planning clients · 0 to 1-10Apr 21, 2023 to Mar 4, 2024
- Discretionary RAUM · $832M to $999MApr 21, 2023 to Mar 4, 2024
- HNW RAUM · $784M to $912MApr 21, 2023 to Mar 4, 2024
- Individual RAUM · $54.2M to $66.1MApr 21, 2023 to Mar 4, 2024
- Non-discretionary RAUM · $16.9M to $14.4MApr 21, 2023 to Mar 4, 2024
- Pension RAUM · $10.8M to $35.3MApr 21, 2023 to Mar 4, 2024
- RAUM · $849M to $1.0BApr 21, 2023 to Mar 4, 2024
- Accounts · 1,122 to 1,213Oct 21, 2022 to Feb 16, 2023
- HNW clients · 180 to 183Oct 21, 2022 to Feb 16, 2023
- Individual clients · 114 to 135Oct 21, 2022 to Feb 16, 2023
Signals
2 dated events
- Drew Shea Gordon left Fusion Family Wealth, Llc for Madison Global Advisors Llc (registered 2026-03-06)Mar 4, 2026 · Advisor changed firm · fact
- Tactical Advisor 11, Llc filed its initial SEC registration (Form ADV)Jul 9, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Fusion Family Wealth, LLC · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/fusion-family-wealthreportedpublic record, Form ADV, Sep 18, 2026
- Website
- crazywealthypodcast.fusionfamilywealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (516) 206-1320reportedpublic record, Form ADV, Mar 3, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $288Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026