First Light Retirement provides pension consulting.
First Light Retirement reports 22 pension and profit-sharing plans. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $844M across 22 accounts are not. It advised 22 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Pension and profit-sharing plans | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pension and profit-sharing plans | 22 | $844M | 100.0% | $38.3M |
| Total | 22 | $844M | 100% | $38.3M |
- Clients
- 22
- Regulatory AUM
- $844M
- AUM share
- 100.0%
- Avg. per client
- $38.3M
Total
- Clients
- 22
- Regulatory AUM
- $844M
- AUM share
- 100%
- Avg. per client
- $38.3M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 22
- Private funds advised
- 0
First Light Retirement is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Tyler Wolfson owns 75% or more of First Light Retirement. The leadership team of First Light Retirement includes Chief Compliance Officer Tyler Wolfson. It has 2 employees.
Leadership
- Tyler WolfsonManaging Member & Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Thomas Tierney Wolfson
- Tyler Drake Wolfson
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of First Light Retirement, LLC
Tyler Wolfson
Control person · since February 2021
First Light Retirement’s regulatory assets grew Infinity× from $0 (June 2021) to $844M (September 2026); employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $844M | 22 | 2 | 1 |
| March 2025 | $718M | 21 | 2 | 1 |
| January 2024 | $666M | 23 | 2 | 1 |
| March 2023 | $571M | 23 | 2 | 1 |
| January 2022 | $668M | 20 | 2 | 1 |
| June 2021 | $0 | 0 | 2 | 1 |
Besides its headquarters, First Light Retirement has 0 offices, with 1 listed address in California.
California · 1 listed address
- 1330 Camino Del Mar, Del MarHQ
Contact and registration details
- Legal name
- First Light Retirement, LLC
- Headquarters
- 1330 Camino Del Mar, Del Mar, CA 92014
- Website
- firstlightretirement.com
- Phone
- 858-692-1283
- SEC file
- 801-121422
- Structure
- California LLC
- Fiscal year end
- December
First Light Retirement does not have custody of client assets.
At year end, First Light Retirement’s separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
How many clients does First Light Retirement have?
First Light Retirement has 22 clients and manages $844 million for them, as of September 2026. They include 22 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 September 2026
What services does First Light Retirement offer?
First Light Retirement provides pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does First Light Retirement have?
First Light Retirement has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does First Light Retirement invest in?
At the end of its last fiscal year, First Light Retirement’s separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns First Light Retirement?
First Light Retirement’s direct owner is Tyler Wolfson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 September 2026
How does First Light Retirement get paid?
First Light Retirement is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is First Light Retirement registered with the SEC?
Yes, First Light Retirement has been registered with the SEC as an investment adviser since 8 June 2021. Its CRD number is 314509 and its SEC file number is 801-121422.
Source: Form ADV Part 1A, Item 1, filed 17 September 2026; IAPD firm record
How do I contact First Light Retirement?
First Light Retirement’s main office is at 1330 Camino Del Mar, Del Mar, CA 92014. Its phone number is 858-692-1283. Its website is firstlightretirement.com.