# Fusion Family Wealth

Fusion Family Wealth is a Multi Family Office based in Woodbury, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Woodbury, United States
- **Region:** North America
- **Address:** 88 Froehlich Farm Boulevard, Suite 401, Woodbury, NY 11797
- **Founded:** 2013
- **Assets under management:** 1400 (Altss estimate)
- **Website:** www.fusionfamilywealth.com
- **LinkedIn:** https://www.linkedin.com/company/fusion-family-wealth

## Regulatory record

- **CRD number:** 168254
- **SEC file number:** 801-78339
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168254

## About

Jonathan Blau established Fusion Family Wealth in 2013 following his departure from UBS. The firm provides wealth planning and investment services from its Woodbury, New York base. Blau's father, Harvey Blau, previously served as CEO of Griffon Corporation. The firm delivers investment management, retirement plan administration, and financial education through a fiduciary model. It maintains an open-architecture approach that avoids proprietary products. Geographic focus remains limited to North America. Strategic minority investment from Merchant Investment Management and initial platform support from Dynasty Financial Partners shaped its independent structure. The firm reports $1.4 billion in assets under management. It holds membership in the Forbes Top 250 RIA Firms and Barron's Top Independent Advisors lists. Jonathan Blau also participates in the Middle Market Alliance of Long Island. The Blau Family Foundation operates as a separate philanthropic vehicle.

## People

- Jonathan Blau — Founder and CEO

## Questions

### Who runs investment decisions at Fusion Family Wealth?

Jonathan Blau serves as Founder and CEO and oversees investment decisions. The firm follows a fiduciary model with open-architecture implementation.

### Does Fusion Family Wealth participate in fund commitments or focus on direct investments?

The firm provides integrated wealth planning and investment management through an open-architecture platform. Specific fund or direct deal activity is not publicly detailed.

## Related profiles

- [TRC Capital Partners](https://altss.com/profile/trc-capital-partners)
- [Clerville Investment Management](https://altss.com/profile/clerville-investment-management-llp)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/fusion-family-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology