Vision Retirement
Vision Retirement is an SEC-registered mass-market adviser in Ridgewood, NJ with $633.7M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Vision Retirement: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173064, SEC 801-126524, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $633.7M (2026-06-18)
- Firm type
- Mass-Market Adviser
- Location
- Ridgewood, NJ
- Employees
- 13
- Clients
- 1,119
- CRD
- 173064
- Ownership
- ELLIS, JASON, M.; MULLER, PAUL, DAVID; LANZA, JOSEPH, MICHAEL
How much AUM does Vision Retirement have?
Vision Retirement reported $633.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Vision Retirement?
Disclosed owners and executives of Vision Retirement include ELLIS, JASON, M., MULLER, PAUL, DAVID, LANZA, JOSEPH, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.