First Light Retirement, LLC
● SEC registered since 2021CRD 314509SEC# 801-121422Del Mar, CA
Reg. AUM
$843.7M
Employees
2
Accounts
22
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 $843.7 million in regulatory assets under management and employs 2 people.
First Light Retirement, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Tyler D Wolfson Control | Managing Member & Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does First Light Retirement, LLC manage?
First Light Retirement, LLC reports $843.7 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
| Address | 1330 Camino del Mar, Del Mar, CA 92014 |
| Phone | 858-692-1283 |
| Fax | N/A |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$843.7M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$843.7Mregulatory AUM
Discretionary $0Non-discretionary $843.7M