Fusion Wealth Management

Finance · Arizona, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

4040 E Camelback Rd Ste 235, Phoenix, Ar...

Phone Number

(602) 926-7410

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Fusion Wealth Management

Our Mission: to be the most positive and impactful relationship in peoples financial lives. THE PROBLEM - The Old Way of Managing Your Wealth is Chaotic. When it comes to your wealth, you likely have it spread across many different assets, and they probably are not working together. On top of that, there are only so many hours in a day to plan your professional and personal life. The more wealth that you accumulate makes it very challenging to manage. OUR STORY - You Deserve a Better Way to Manage Your Money. Dustin Giannangelo created Fusion Wealth Management because he believed that people deserved to have tranquility when it came to their wealth. By combining proprietary investment strategies with technology, people would finally have a way to bring order to their wealth. OUR RESPONSIBILITY - The New Way of Managing Your Wealth is Goal Focused. We are a fiduciary, which means your needs come first. We are not incentivized to recommend specific investments, and we have zero proprietaRead more
Fusion Wealth Management's Social MediaPopular SearchesFusion Wealth ManagementFusion Wealth Management LLCcom FusionWealthManagementFusion Holdings LLCFusion Wealth Management "llc"SIC Code 62,628NAICS Code 52,523Show more

Fusion Wealth Management Org Chart

DG
United States flag for contact location.

Founder & Chief Executive Officer

PhoneEmail
RJ
United States flag for contact location.

Marketing Coordinator

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Fusion Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Fusion Wealth Management

Compare insights from companies similar to Fusion Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fusion Wealth Management

<$5M
1-10
Private
-
2010
<$5M
1-10
Private
-
-
PR
Patrick RickettsPrincipal Chief Operating Officer Chief Compliance Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2018
SZ
Steve ZhouSenior Portfolio Manager
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Fusion Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Fusion Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fusion Wealth Management.

Fusion Wealth Management Tech Stack

A closer look at the technologies used by Fusion Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Fusion Wealth Management

What is Fusion Wealth Management's official website?
Fusion Wealth Management's official website is www.fusionwm.com
What is Fusion Wealth Management's Revenue?
Fusion Wealth Management's revenue is <$5 Million
What is Fusion Wealth Management's SIC code?
Fusion Wealth Management's SIC: 62,628
What is Fusion Wealth Management's NAICS code?
Fusion Wealth Management's NAICS: 52,523
How many employees does Fusion Wealth Management have?
Fusion Wealth Management has 1-10 employees
What industry does Fusion Wealth Management belong to?
Fusion Wealth Management is in the industry of: Finance, Securities Trading
What is Fusion Wealth Management competition?
Fusion Wealth Management top competitors include: Wealth Advisory Services, Ricketts Financial, Stockade Wealth Management, Pillar Wealth Management
What technology does Fusion Wealth Management use?
Some of the popular technologies that Fusion Wealth Management uses are: WordPress.org, PHP, LinkedIn Ads, Adobe Typekit
How do I contact Fusion Wealth Management?
Fusion Wealth Management contact info: Phone number: (602) 926-7410 Website: www.fusionwm.com
What does Fusion Wealth Management do?

Our Mission: to be the most positive and impactful relationship in peoples financial lives. THE PROBLEM - The Old Way of Managing Your Wealth is Chaotic. When it comes to your wealth, you likely have it spread across many different assets, and they probably are not working together. On top of that, there are only so many hours in a day to plan your... professional and personal life. The more wealth that you accumulate makes it very challenging to manage. OUR STORY - You Deserve a Better Way to Manage Your Money. Dustin Giannangelo created Fusion Wealth Management because he believed that people deserved to have tranquility when it came to their wealth. By combining proprietary investment strategies with technology, people would finally have a way to bring order to their wealth. OUR RESPONSIBILITY - The New Way of Managing Your Wealth is Goal Focused. We are a fiduciary, which means your needs come first. We are not incentivized to recommend specific investments, and we have zero proprietary product. That means it is about your goals and not the product.Read More

What are Fusion Wealth Management social media links?
Fusion Wealth Management Linkedin page Fusion Wealth Management Twitter page Fusion Wealth Management Facebook page
Is Fusion Wealth Management a public company?
Fusion Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Fusion Wealth Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.