Investment adviser · CRD 314509
FIRST LIGHT RETIREMENT, LLC
Investment adviser filing (IA)
DEL MAR, CA, United States · Form ADV filed Sep 17, 2026
- Regulatory AUM
- $844M Form ADV · Item 5.F
- Client accounts
- 22 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 22 | $843,658,362 | 100.0% |
Filing source
Form ADV 2133256 · Sep 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 17, 2026. View historical filings
Reported services
Pension consulting
Compensation
Percentage of assets
Principal office
1330 CAMINO DEL MARDEL MAR, CA, 92014, United States
CRD 314509
Filing source
Form ADV 2133256 · Sep 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.