AdvisorOS Directory
Claim Profile
TW

Tyler D Wolfson

FIRST LIGHT RETIREMENT, LLC·DEL MAR, California
Unclaimed Profile
1330 CAMINO DEL MAR, DEL MAR, CA 92014CRD# 5012340Firm CRD# 314509
01

About

Tyler D Wolfson is a registered financial advisor based in DEL MAR, California, affiliated with FIRST LIGHT RETIREMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
FIRST LIGHT RETIREMENT, LLC
FIRST LIGHT RETIREMENT, LLC
AUM
$666M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FIRST LIGHT RETIREMENT, LLC →
Services
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5012340
Firm CRD# 314509
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DEL MAR?

Browse all registered financial advisors in DEL MAR, California or claim this profile if it's yours.

Browse DEL MAR AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Tyler D Wolfson offer?
Tyler D Wolfson specializes in Fee-Only Advisory. Contact their office in DEL MAR, California for a consultation.
What are Tyler D Wolfson's credentials?
Tyler D Wolfson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tyler D Wolfson located?
Tyler D Wolfson is based in DEL MAR, California, working with FIRST LIGHT RETIREMENT, LLC. Their office serves clients in the DEL MAR metropolitan area and surrounding communities.
How does Tyler D Wolfson charge for services?
Tyler D Wolfson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST LIGHT RETIREMENT, LLC?
FIRST LIGHT RETIREMENT, LLC has approximately 2 employees and manages $666M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DEL MAR
Carolyn Person Taylor — WEATHERLY ASSET MANAGEMENT LPSusan Hooper King — EFFICIENT MARKET ADVISORS, LLCNina Carroll — ALDER CAPITAL, LLCGeorge Robert Hoover — TORREY GROWTH & INCOME ADVISORS, LLCChristopher Allen Hanson — VANGUARD CAPITAL
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile