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FIRST LIGHT RETIREMENT, LLC
CRD 314509 · SEC 801-121422
1330 CAMINO DEL MAR, DEL MAR, CA, 92014, United States
Phone
858-692-1283
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$843.7M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 22 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 22 | $843.7M |
States served
CA, ID, TX
All web addresses on file
Official SEC filing: View on IAPD