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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 18, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MULLER, PAUL, DAVID | I | FOUNDER, CEO, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | E | Control |
| LANZA, JOSEPH, MICHAEL | I | MANAGING MEMBER | D | Control |
| LANZA, JOSEPH, MICHAEL | I | MANAGING MEMBER | D | Control |
| LANZA, JOSEPH, MICHAEL | I | MANAGING MEMBER | D | Control |
| LANZA, JOSEPH, MICHAEL | I | MANAGING MEMBER | D | Control |
| LANZA, JOSEPH, MICHAEL | I | MANAGING MEMBER | D | Control |
| LANZA, JOSEPH, MICHAEL | I | MANAGING MEMBER | D | Control |
| LANZA, JOSEPH, MICHAEL | I | MANAGING MEMBER | D | Control |
| LANZA, JOSEPH, MICHAEL | I | MANAGING MEMBER | D | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | D | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | D | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | D | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | D | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | D | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | D | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | D | Control |
| MULLER, PAUL, DAVID | I | MANAGING MEMBER, CCO | D | Control |
| ELLIS, JASON, M. | I | MANAGING DIRECTOR AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B | |
| ELLIS, JASON, M. | I | MEMBER AND SR. WEALTH ADVISOR | B |
Registrations
Federal
IA
Jul 18, 2025 REGISTERED
Notice Filings (13)
CA CO CT FL LA MA NC NH NJ NY PA SC TX
Address
171 EAST RIDGEWOOD AVENUESUITE 205
RIDGEWOOD, NJ 07450
United States
Phone: 201-447-2212