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VISION RETIREMENT
Legal name: VISION RETIREMENT, LLC
CRD 173064File 801-126524
APPROVED
Retail clients
Filing as of Jun 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$633.7M
Above cohort median (national)
Discretionary AUM
$601.9M
Non-discretionary $31.9M
Clients
1,119
1,965 accounts
Employees
13
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 8, 2022
- Principal office
- 171 EAST RIDGEWOOD AVENUE, SUITE 205, RIDGEWOOD, NJ, 07450
- Phone
- 201-447-2212
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $633.7M
- Discretionary AUM
- $601.9M
- Non-discretionary AUM
- $31.9M
- Discretionary accounts
- 1,806
- Non-discretionary accounts
- 159
- Total accounts
- 1,965
- AUM per client
- $566K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $7.0M |
| Charitable organizations | Fewer than 5 | $799K |
| High net worth individuals | 451 | $504.5M |
| Pension and profit sharing plans | Fewer than 5 | $1.1M |
| Individuals (other than high net worth individuals) | 655 | $120.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SUBSCRIPTION SERVICES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.