First Light Retirement, LLC
Firm details
- Headquarters
- Del Mar, California
- CRD number
- 314509
- Registered since
- June 8, 2021
- Website
- www.firstlightretirement.com
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
2 of 2
Tyler Wolfson
Investment Adviser RepresentativeCRD 5012340
Thomas Wolfson
Registered RepresentativeCRD 1470824
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Del Mar, CA
San Diego
Location
Del Mar, CA
Headquartered in Del Mar, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 1330 Camino Del Mar
- Time zone
- PT (UTC-8)
- Office locations
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