← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（03/26/2024）
FUSE PARTNERS, LLC · 所有者与执行高管（CRD 168733）
机构事实页：FUSE PARTNERS, LLC 事实页 → | 官方原文：IAPD firm-summary/168733
Schedule A · 直接所有者（19 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| MARS, JAMES, MARSHALL | 个人 | PARTNER - CHIEF EXECUTIVE OFFICER | 是 | NA |
| WAGGONER, JIMMY, EDWARD | 个人 | PARTNER - SVP NATIONAL CONSULTING | — | NA |
| PETERSON, DONALD, PETE | 个人 | PARTNER - SVP WORKPLACE SOLUTIONS | — | NA |
| MUNGER, SCOTT, MICHAEL | 个人 | PARTNER - SVP PRIVATE WEALTH | — | NA |
| JAMES MARSHALL LLC | 境内实体 | MEMBER | 是 | D |
| PETERSON CORPORATE PLANNING LLC | 境内实体 | MEMBER | 是 | B |
| JW FINANCIAL LLC | 境内实体 | MEMBER | 是 | B |
| THE SCOTT MUNGER AGENCY, INC. | 境内实体 | MEMBER | 是 | NA |
| HOFFMAN, JOHN, ROBERT | 个人 | PARTNER - PRESIDENT | 是 | B |
| WOOD, ERIKA | 个人 | PARTNER | — | NA |
| BJORKLUND, RICHARD, JUDD | 个人 | PARTNER | — | NA |
| SMITH, BRIAN, SCOTT | 个人 | PARTNER | — | NA |
| NEUGEBAUER, BRAD, LEONARD | 个人 | PARTNER | — | NA |
| HOFFMAN INVESTMENTS, LLC | 境内实体 | MEMBER | — | B |
| BJORKLUND FINANCIAL INC | 境内实体 | MEMBER | — | NA |
| FINANCIAL NAVIGATORS LLC | 境内实体 | MEMBER | — | NA |
| 11:36 LLC | 境内实体 | MEMBER | — | NA |
| WILLIAMSON, NANCY, LYNN | 个人 | MANAGING DIRECTOR OF OPERATIONS | 是 | NA |
| OSWALD, MARK, MICHAEL | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
Schedule B · 执行高管（4 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| MARS, JAMES, MARSHALL | MANAGING MEMBER | 是 |
| WAGGONER, JIMMY, EDWARD | MANAGING MEMBER | 是 |
| PETERSON, DONALD, PETE | MANAGING MEMBER | 是 |
| MUNGER, SCOTT, MICHAEL | MANAGING MEMBER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
