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 an LLC and owned by an individual. The firm focuses on pension consulting and provides advisory services to institutional clients under a fee model tied to assets under management. First Light registered with the SEC in 2021 and states it operates primarily in a non-discretionary consulting capacity for its clients. It does not market itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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, 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
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