# FUSION FINANCIAL

FUSION FINANCIAL of LAGUNA HILLS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 166026
- Type: SEC-registered investment adviser
- Location: 23276 S. POINTE DR. SUITE 111, LAGUNA HILLS, CA, 92653
- Phone: 949-457-2500
- Latest filing: 2026-01-05
- Regulatory AUM: $2.9M
- Discretionary AUM: $2.9M
- Clients: 1
- Accounts: 29

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166026/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166026/similar
- Related entities: https://search.stillhousedata.com/firm/166026/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166026

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.