Firm profile

FIRST LIGHT RETIREMENT, LLC

DEL MAR, CACRD 314509Latest ADV March 30, 2026

First Light Retirement, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Del Mar, CA. Its latest Form ADV filing, dated March 30, 2026, reports $844M in regulatory assets under management, 2 employees, and 22 accounts.

Assets Under Management
$844M
Employees
2
Offices
--
Total Clients
22
Primary office
DEL MAR, CA
1330 CAMINO DEL MAR, DEL MAR, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOTyler D. Wolfson

Advisory services offered

1 types reported
Pension consulting services

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
22

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$844Mas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$844M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$844M
Total Accounts22
10Y AUM Change+$844M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee11:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.