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Chief Executive Officer and Member · Fusion Family Wealth, LLC

Jonathan R. Blau

CRD 1976757 · Named on Form ADV at one SEC-registered adviser

At a glance

Fusion Family Wealth, LLC, an SEC-registered wealth manager based in Woodbury, NY with $1.4 billion in regulatory assets, lists Jonathan R. Blau on its Form ADV as Chief Executive Officer and Member, a control person.

Firms and roles

AtlasMembers

Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brett D. StantonChief Compliance Officer and Chief Operating Officer, Fusion Family Wealth, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.