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| Vision Retirement LLC
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|---|---|
| CRD # | 173064 |
| SEC # | 801-126524 |
| CIK # | 0002069023 |
| AUM | 633.7 M (2026-06-18) |
| Employees | 13 (38% Investors, 46% Brokers) |
| Fees | |
| Minimum | |
| Phone | 201-447-2212 |
| Address | 171 East Ridgewood Avenue Ridgewood, NJ 07450 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002069023 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 34.2 | ||
| Amazon Com Inc | 21.2 | ||
| Costco Wholesale Corp /NEW | 12.7 | ||
| Tesla Motors Inc | 12.3 | ||
| Visa Inc | 7.6 | ||
| Nvidia Corp | 7.2 | ||
| Broadcom Inc | 5.8 | ||
| Alphabet Inc | 5.5 | ||
| Mastercard Inc | 5.1 | ||
| Facebook Inc | 5.0 | ||
| Microsoft Corp | 4.3 | ||
| Lockheed Martin Corp | 3.6 | ||
| Stryker Corp | 3.6 | ||
| Caterpillar Inc | 3.2 | ||
| Waste Management Inc | 2.8 | ||
| Alphabet Inc | 2.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 655 | 120.4 |
| (b) Individuals (high net worth individuals) | 451 | 504.5 |
| (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 | 1.1 |
| (h) Charitable organizations | 3 | 0.8 |
| (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 | 8 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,965 | 633.7 |
| By Discretionary | ||
| Discretionary | 1,806 | 601.9 |
| Non-Discretionary | 159 | 31.9 |
| Total | 1,965 | 633.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 633.7 | |
| Total | 1,965 | 633.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002069023] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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