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FIRST LIGHT RETIREMENT, LLC
CRD 314509File 801-121422
APPROVED
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$843.7M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $843.7M
Clients
22
22 accounts
Employees
2
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 8, 2021
- Principal office
- 1330 CAMINO DEL MAR, DEL MAR, CA, 92014
- Phone
- 858-692-1283
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $843.7M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $843.7M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 22
- Total accounts
- 22
- AUM per client
- $38.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 22 | $843.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
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.