First Light Retirement, Llc
- Regulatory AUM
- $844M
- Discretionary
- $0
- Clients
- 22
- Avg AUM / client
- $38.3M
- Accounts
- 22
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 22 | $844M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Malin Space Science Systems, Inc. Retirement Plan Malin Space Science Systems, Inc | San Diego, CA | 2024 |
| Ionis Pharmaceuticals 401(k) Plan Ionis Pharmaceuticals, Inc. | 2024 | |
| Kura Oncology, Inc. 401(k) Plan Kura Oncology, Inc. | 2024 | |
| Sunopta Foods Inc. 401(k) Plan Sunopta Foods Inc. | 2024 | |
| Signtech 401(k) Plan Signtech Electrical Advertising Inc | 2024 | |
| Balboa Travel, Inc. Profit Sharing And 401 K Plan Balboa Travel, Inc. | 2024 | |
| Zest Anchors, Llc 401(k) Plan Zest Anchors, Llc | 2024 | |
| Pueblo Of Pojoaque 401(k) Plan Pueblo Of Pojoaque | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tyler Drake Wolfson | Managing Member & Chief Compliance Officer | Feb 2021 (6y) | 75% or more | |
| Thomas Tierney Wolfson | Registered representative | Jun 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Malin Space Science Systems, Inc. Retirement Plan | Malin Space Science Systems, Inc | 86 | $24.7M | 01/01/2024 |
| Ionis Pharmaceuticals 401(k) Plan | Ionis Pharmaceuticals, Inc. | 1,043 | $316M | 01/01/2024 |
| Kura Oncology, Inc. 401(k) Plan | Kura Oncology, Inc. | 193 | $24.4M | 01/01/2024 |
| Sunopta Foods Inc. 401(k) Plan | Sunopta Foods Inc. | 1,172 | $98.7M | 01/01/2024 |
| Signtech 401(k) Plan | Signtech Electrical Advertising Inc | 160 | $16.7M | 01/01/2024 |
| Balboa Travel, Inc. Profit Sharing And 401 K Plan | Balboa Travel, Inc. | 102 | $16.2M | 01/01/2024 |
| Zest Anchors, Llc 401(k) Plan | Zest Anchors, Llc | 195 | $21.1M | 01/01/2024 |
| Pueblo Of Pojoaque 401(k) Plan | Pueblo Of Pojoaque | 701 | $16.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 852 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗