Company Information

Get to know Fusion Family Wealth

Founded in 2017, Fusion Family Wealth, LLC is a Registered Investment Adviser and multi-family office dedicated to serving a select group of affluent families. The firm's mission is to provide objective, holistic, and personalized financial planning and investment management services. They operate as a fiduciary, aiming to simplify their clients' financial lives by integrating all aspects of wealth management, including investment strategy, estate planning, and philanthropic goals, to preserve and grow generational wealth.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Fusion Family Wealth

United States

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.