VISION RETIREMENT, LLC
Legal name: VISION RETIREMENT
CRD #173064 SEC #801-126524 RIDGEWOOD, NJ 201-447-2212
SEC Registered
Total AUM
$497.3M
Discretionary
$472.7M
Employees
14
Clients
10
Accounts
856
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $497.3M | $472.7M | $24.6M | 14 | 0 |
| May 2025 | $497.3M | $472.7M | $24.6M | 14 | 0 |
| Feb 2025 | $240.5M | $215.7M | $24.9M | 14 | 0 |
| Feb 2025 | $240.5M | $215.7M | $24.9M | 14 | 0 |
| Jan 2025 | $142.1M | $127.4M | $14.7M | 14 | 0 |
| Dec 2024 | $142.1M | $127.4M | $14.7M | 14 | 0 |
| Dec 2024 | $142.1M | $127.4M | $14.7M | 14 | 0 |
| Nov 2024 | $142.1M | $127.4M | $14.7M | 14 | 0 |
| Jul 2024 | $142.1M | $127.4M | $14.7M | 8 | 0 |
| Feb 2024 | $142.1M | $127.4M | $14.7M | 8 | 0 |
| Jul 2023 | $106.1M | $97.3M | $8.9M | 7 | 0 |
| Feb 2023 | $106.1M | $97.3M | $8.9M | 7 | 0 |
| Feb 2023 | $106.1M | $97.3M | $8.9M | 7 | 0 |
| Jan 2023 | $106.1M | $97.3M | $8.9M | 7 | 0 |
| Jan 2023 | $105.4M | $98M | $7.4M | 7 | 0 |
| Jan 2023 | $105.4M | $98M | $7.4M | 7 | 0 |
| Sep 2022 | $105.4M | $98M | $7.4M | 7 | 0 |
| Sep 2022 | $105.4M | $98M | $7.4M | 7 | 0 |
| Sep 2022 | $105.4M | $98M | $7.4M | 7 | 0 |
| Sep 2022 | $105.4M | $98M | $7.4M | 7 | 0 |
| Aug 2022 | $105.4M | $98M | $7.4M | 7 | 0 |
| Aug 2022 | $105.4M | $98M | $7.4M | 7 | 0 |
| Oct 2021 | $70.1M | $67.6M | $2.5M | 6 | 0 |
| Oct 2021 | $70.1M | $67.6M | $2.5M | 6 | 0 |
| Sep 2021 | $70.1M | $67.6M | $2.5M | 6 | 0 |
| Jul 2021 | $70.1M | $67.6M | $2.5M | 6 | 0 |
| Jul 2021 | $70.1M | $67.6M | $2.5M | 6 | 0 |
| May 2021 | $70.1M | $67.6M | $2.5M | 6 | 0 |
| Mar 2021 | $70.1M | $67.6M | $2.5M | 6 | 0 |
| Nov 2020 | $106.1M | $105.9M | $210K | 6 | 0 |
| Jun 2020 | $106.1M | $105.9M | $210K | 6 | 0 |
| Jun 2020 | $106.1M | $105.9M | $210K | 6 | 0 |
| Mar 2020 | $106.1M | $105.9M | $210K | 6 | 0 |
| Nov 2019 | $143.7M | $143.3M | $400K | 6 | 0 |
| Oct 2019 | $143.7M | $143.3M | $400K | 6 | 0 |
| Aug 2019 | $143.7M | $143.3M | $400K | 8 | 0 |
| May 2019 | $143.7M | $143.3M | $400K | 8 | 0 |
| Mar 2019 | $143.7M | $143.3M | $400K | 8 | 0 |
| Mar 2019 | $143.7M | $143.3M | $400K | 8 | 0 |
| Feb 2019 | $143.7M | $143.3M | $400K | 8 | 0 |
| Mar 2015 | $0 | $0 | $0 | 4 | 0 |
| Jan 2015 | $0 | $0 | $0 | 4 | 0 |
| Sep 2014 | $0 | $0 | $0 | 4 | 0 |
| Sep 2014 | $0 | $0 | $0 | 4 | 0 |
DateJul 2025
Total AUM$497.3M
Discretionary$472.7M
Non-Disc.$24.6M
Employees14
Clients0
DateMay 2025
Total AUM$497.3M
Discretionary$472.7M
Non-Disc.$24.6M
Employees14
Clients0
DateFeb 2025
Total AUM$240.5M
Discretionary$215.7M
Non-Disc.$24.9M
Employees14
Clients0
DateFeb 2025
Total AUM$240.5M
Discretionary$215.7M
Non-Disc.$24.9M
Employees14
Clients0
DateJan 2025
Total AUM$142.1M
Discretionary$127.4M
Non-Disc.$14.7M
Employees14
Clients0
DateDec 2024
Total AUM$142.1M
Discretionary$127.4M
Non-Disc.$14.7M
Employees14
Clients0
DateDec 2024
Total AUM$142.1M
Discretionary$127.4M
Non-Disc.$14.7M
Employees14
Clients0
DateNov 2024
Total AUM$142.1M
Discretionary$127.4M
Non-Disc.$14.7M
Employees14
Clients0
DateJul 2024
Total AUM$142.1M
Discretionary$127.4M
Non-Disc.$14.7M
Employees8
Clients0
DateFeb 2024
Total AUM$142.1M
Discretionary$127.4M
Non-Disc.$14.7M
Employees8
Clients0
DateJul 2023
Total AUM$106.1M
Discretionary$97.3M
Non-Disc.$8.9M
Employees7
Clients0
DateFeb 2023
Total AUM$106.1M
Discretionary$97.3M
Non-Disc.$8.9M
Employees7
Clients0
DateFeb 2023
Total AUM$106.1M
Discretionary$97.3M
Non-Disc.$8.9M
Employees7
Clients0
DateJan 2023
Total AUM$106.1M
Discretionary$97.3M
Non-Disc.$8.9M
Employees7
Clients0
DateJan 2023
Total AUM$105.4M
Discretionary$98M
Non-Disc.$7.4M
Employees7
Clients0
DateJan 2023
Total AUM$105.4M
Discretionary$98M
Non-Disc.$7.4M
Employees7
Clients0
DateSep 2022
Total AUM$105.4M
Discretionary$98M
Non-Disc.$7.4M
Employees7
Clients0
DateSep 2022
Total AUM$105.4M
Discretionary$98M
Non-Disc.$7.4M
Employees7
Clients0
DateSep 2022
Total AUM$105.4M
Discretionary$98M
Non-Disc.$7.4M
Employees7
Clients0
DateSep 2022
Total AUM$105.4M
Discretionary$98M
Non-Disc.$7.4M
Employees7
Clients0
DateAug 2022
Total AUM$105.4M
Discretionary$98M
Non-Disc.$7.4M
Employees7
Clients0
DateAug 2022
Total AUM$105.4M
Discretionary$98M
Non-Disc.$7.4M
Employees7
Clients0
DateOct 2021
Total AUM$70.1M
Discretionary$67.6M
Non-Disc.$2.5M
Employees6
Clients0
DateOct 2021
Total AUM$70.1M
Discretionary$67.6M
Non-Disc.$2.5M
Employees6
Clients0
DateSep 2021
Total AUM$70.1M
Discretionary$67.6M
Non-Disc.$2.5M
Employees6
Clients0
DateJul 2021
Total AUM$70.1M
Discretionary$67.6M
Non-Disc.$2.5M
Employees6
Clients0
DateJul 2021
Total AUM$70.1M
Discretionary$67.6M
Non-Disc.$2.5M
Employees6
Clients0
DateMay 2021
Total AUM$70.1M
Discretionary$67.6M
Non-Disc.$2.5M
Employees6
Clients0
DateMar 2021
Total AUM$70.1M
Discretionary$67.6M
Non-Disc.$2.5M
Employees6
Clients0
DateNov 2020
Total AUM$106.1M
Discretionary$105.9M
Non-Disc.$210K
Employees6
Clients0
DateJun 2020
Total AUM$106.1M
Discretionary$105.9M
Non-Disc.$210K
Employees6
Clients0
DateJun 2020
Total AUM$106.1M
Discretionary$105.9M
Non-Disc.$210K
Employees6
Clients0
DateMar 2020
Total AUM$106.1M
Discretionary$105.9M
Non-Disc.$210K
Employees6
Clients0
DateNov 2019
Total AUM$143.7M
Discretionary$143.3M
Non-Disc.$400K
Employees6
Clients0
DateOct 2019
Total AUM$143.7M
Discretionary$143.3M
Non-Disc.$400K
Employees6
Clients0
DateAug 2019
Total AUM$143.7M
Discretionary$143.3M
Non-Disc.$400K
Employees8
Clients0
DateMay 2019
Total AUM$143.7M
Discretionary$143.3M
Non-Disc.$400K
Employees8
Clients0
DateMar 2019
Total AUM$143.7M
Discretionary$143.3M
Non-Disc.$400K
Employees8
Clients0
DateMar 2019
Total AUM$143.7M
Discretionary$143.3M
Non-Disc.$400K
Employees8
Clients0
DateFeb 2019
Total AUM$143.7M
Discretionary$143.3M
Non-Disc.$400K
Employees8
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0