# James Cloudman

> James Cloudman is a fee-only financial advisor at Fusion Family Wealth in Woodbury, New York. Fusion Family Wealth reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/james-cloudman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Fusion Family Wealth
- **Based in:** Woodbury, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Fees (firm's website):** typically works with clients with $5,000,000 or more
- **Assets under management (firm):** $1.44B across 1,324 accounts
- **Works with:** Founders
- **CRD:** 5875278 (https://adviserinfo.sec.gov/individual/summary/5875278)
- **SEC registration:** Investment adviser representative in NY
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.fusionfamilywealth.com

## Frequently asked questions

### Is James Cloudman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Fusion Family Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Fusion Family Wealth, reports charging a percentage of assets on its SEC Form ADV.

### How much does James charge?

According to Fusion Family Wealth's website, checked October 30, 2026: typically works with clients with $5,000,000 or more.

### Where is James Cloudman based?

James Cloudman is based in Woodbury, New York.

### Is James Cloudman registered with the SEC?

Yes. James Cloudman is registered as an investment adviser representative in NY (CRD 5875278), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fusion Family Wealth manage?

Fusion Family Wealth reports $1.44B across 1,324 accounts in assets under management.

### How do I contact James Cloudman?

Through James's website, www.fusionfamilywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5875278): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.fusionfamilywealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.