← Tributary

VISION RETIREMENT

RIDGEWOOD, NJ · CRD 173064 · IAPD ↗ · visionretirement.com · 201-447-2212

$633.7MRegulatory AUM
5Advisory reps
13Employees
0Clients
26-50Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — VISION RETIREMENT reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — VISION RETIREMENT crossed $500M in regulatory AUM ($497.3M -> $633.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
49
February 2026 — VISION RETIREMENT notice-filed in AZ, VA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
June 2025 — VISION RETIREMENT reported RAUM up 107% ($240.5M -> $497.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
March 2025 — VISION RETIREMENT notice-filed in CA, CO, LA, NC, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2025 — VISION RETIREMENT reported RAUM up 69% ($142.1M -> $240.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
December 2024 — VISION RETIREMENT grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
March 2024 — VISION RETIREMENT reported RAUM up 34% ($106.1M -> $142.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.