First Light Retirement, LLC

RIASEC RegisteredEst. 2021
Total AUM
$844M
Discretionary
$0
0% of AUM
Avg account
$38.3M
Accounts
22
Employees
2
Advisory reps
2

Firm details

Headquarters
Del Mar, California
CRD number
314509
Registered since
June 8, 2021
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans100%
Services
Pension Consulting

Firm profile

FINTRX

Overview

First Light Retirement, LLC is an institutional registered investment adviser organized as a limited liability company and SEC-registered in 2021. The firm focuses on pension consulting for institutional plan sponsors and operates under a percentage-of-AUM fee model. It is structured as an owner-operated (individual-owned) adviser and does not serve as a capital allocator or related adviser. First Light identifies its client base as institutional and reports pension consulting as a core advisory activity. The firm does not present itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

2 of 2
  • Tyler Wolfson

    Tyler Wolfson

    Investment Adviser RepresentativeCRD 5012340

  • Thomas Wolfson

    Thomas Wolfson

    Registered RepresentativeCRD 1470824

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Del Mar, CA

San Diego

Location

Del Mar, CA

Headquartered in Del Mar, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
1330 Camino Del Mar
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth