# VISION RETIREMENT, LLC

VISION RETIREMENT, LLC of RIDGEWOOD, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 173064
- Type: SEC-registered investment adviser
- SEC file number: 801-126524
- Location: 171 EAST RIDGEWOOD AVENUE, SUITE 205, RIDGEWOOD, NJ, 07450
- Phone: 201-447-2212
- Latest filing: 2026-06-18
- Regulatory AUM: $633.7M
- Discretionary AUM: $601.9M
- Non-discretionary AUM: $31.9M
- Clients: 13
- Accounts: 1,965

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Paul David Muller | MANAGING MEMBER, CCO | — |
| Joseph Michael Lanza | MANAGING MEMBER | — |
| MULLER PAUL DAVID | FOUNDER, CEO, CCO; MANAGING MEMBER, CCO | — |
| ELLIS JASON M | MANAGING DIRECTOR AND SR. WEALTH ADVISOR; MEMBER AND SR. WEALTH ADVISOR | — |
| LANZA JOSEPH MICHAEL | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173064/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173064/similar
- Related entities: https://search.stillhousedata.com/firm/173064/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173064

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.