FUSION FINANCIAL

FUSION FINANCIAL of LAGUNA HILLS, CA is an SEC-registered investment adviser (CRD 166026). Regulatory assets under management: $2.9M.

Registration

• CRD: 166026
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166026 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search