Vision Retirement, LLC
● SEC registered since 2022CRD 173064SEC# 801-126524Ridgewood, NJ
Reg. AUM
$633.7M
Employees
13
Accounts
1,965
Location
Ridgewood, NJ
Vision Retirement, LLC assets under management
Vision Retirement, LLC is an SEC-registered investment adviser based in Ridgewood, NJ. The firm has been registered since 2022. It reports $633.7 million in regulatory assets under management and employs 13 people.
Vision Retirement, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Michael Lanza Control | Managing Member | 50-75% | 2024 |
| Paul David Muller Control | Managing Member, Cco | 50-75% | 2014 |
Frequently asked questions
How much does Vision Retirement, LLC manage?
Vision Retirement, LLC reports $633.7 million in regulatory assets under management on its Form ADV.
How many employees does Vision Retirement, LLC have?
Vision Retirement, LLC reports 13 employees.
Where is Vision Retirement, LLC located?
Vision Retirement, LLC is based in Ridgewood, NJ and has been SEC-registered since 2022.
Does Vision Retirement, LLC disclose fund performance?
Vision Retirement, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 171 East Ridgewood Avenue, Suite 205, Ridgewood, NJ 07450 |
| Phone | 201-447-2212 |
| Fax | 201-345-3642 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$633.7M▲ 346%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$633.7Mregulatory AUM
Discretionary $601.9MNon-discretionary $31.9M