| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Michael Lanza Control | Managing Member | 50-75% | 2024 |
| Paul David Muller Control | Managing Member, Cco | 50-75% | 2014 |
Vision Retirement, LLC reports $497.3 million in regulatory assets under management on its Form ADV.
Vision Retirement, LLC reports 14 employees.
Vision Retirement, LLC is based in Ridgewood, NJ and has been SEC-registered since 2022.
Vision Retirement, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 171 East Ridgewood Avenue, Suite 205, Ridgewood, NJ 07450 |
| Phone | 201-447-2212 |
| Fax | 201-345-3642 |
| Office hours | 5-Sep |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $472.7M |
| Non-discretionary | $24.6M |
| Total (RAUM) | $497.3M |