First Light Retirement, LLC

First Light Retirement, LLC (CRD# 314509) is a financial advisory firm headquartered in Del Mar, CA. They manage $666,207,971 in 23 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1330 Camino Del Mar, Del Mar, CA 92014
By the Numbers
  • Total Assets Under Management
    666
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $28,965,564
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ID, TX

Financial Advisors at First Light Retirement, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Wolfson, financial advisor Del Mar CA
Thomas T. Wolfson
CRD#: 1470824
1330 Camino Del Mar, Del Mar, CA 92014

Thomas Wolfson (CRD# 1470824) is an Investment Advisor Representative working at First Light Retirement, LLC in Del Mar, CA and has over 38 years of experience in the finance industry.

2
Tyler Wolfson, financial advisor Del Mar CA
Tyler D. Wolfson
CRD#: 5012340
1330 Camino Del Mar, Del Mar, CA 92014

Tyler Wolfson (CRD# 5012340) is an Investment Advisor Representative working at First Light Retirement, LLC in Del Mar, CA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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