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| Happy Holidays!! thanks for using AUM13F!! |
| Vision Retirement LLC
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| CRD # | 173064 |
| SEC # | 801-126524 |
| CIK # | |
| AUM | $497.3 M (2025-07-17) |
| Employees | 14 (36% Investors, 50% Brokers) |
| Phone | 201-447-2212 |
| Address | 171 East Ridgewood Avenue Ridgewood, NJ 07450 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 589 | 109.0 |
| (b) Individuals (high net worth individuals) | 408 | 381.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.9 |
| (h) Charitable organizations | 3 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 856 | 497.3 |
| By Discretionary | ||
| Discretionary | 730 | 472.7 |
| Non-Discretionary | 126 | 24.6 |
| Total | 856 | 497.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 497.3 | |
| Total | 856 | 497.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AIMZ Investment Advisors LLC
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|
CA | 0.5 |
|
Alpha Financial Advisors LLC
✚
|
NC | 0.5 |
|
Advyzon Investment Management LLC
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|
IL | 0.5 |
|
Portfolio Design Labs LLC
✚
|
CA | 0.5 |
|
Capitalia Suisse
✚
|
0.5 | |
|
Mosaic Advisors LLC
✚
|
TX | 0.5 |
|
Jackson Grant Investment Advisers Inc
✚
|
CT | 0.5 |
|
American Trust Investment Advisors LLC
✚
|
NH | 0.5 |
|
IAS Wealth Management Inc
✚
|
TX | 0.5 |
|
FIRE Capital Management LLC
✚
|
0.5 |