PPrivate Fund Data Log in Join · $37/mo

First Light Retirement, LLC

● SEC registered since 2021CRD 314509SEC# 801-121422Del Mar, CA
Export (members)
Reg. AUM
$717.7M
Employees
2
Accounts
21
Location
Del Mar, CA

First Light Retirement, LLC assets under management

First Light Retirement, LLC is an investment advisory firm registered with the SEC based in Del Mar, CA. The firm has been registered since 2021. It reports $717.7 million in regulatory assets under management and employs 2 people.
www.firstlightretirement.comView on SEC.gov ↗

First Light Retirement, LLC owners & executives

1 reported
NameTitleOwnershipSince
Tyler D Wolfson ControlManaging Member & Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does First Light Retirement, LLC manage?

First Light Retirement, LLC reports $717.7 million in regulatory assets under management on its Form ADV.

How many employees does First Light Retirement, LLC have?

First Light Retirement, LLC reports 2 employees.

Where is First Light Retirement, LLC located?

First Light Retirement, LLC is based in Del Mar, CA and has been SEC-registered since 2021.

Does First Light Retirement, LLC disclose fund performance?

First Light Retirement, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1330 Camino del Mar, Del Mar, CA 92014
Phone858-692-1283
FaxN/A
Office hoursNot Applicable - Office Visits By Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$717.7M
Total (RAUM)$717.7M