VR
VISION RETIREMENT
SEC RegisteredRIDGEWOOD, NJhttps://visionretirement.com201-447-2212
Assets Under Management
$500M–$1B
Employees
13
Office Locations
3 offices
Total Accounts
1965
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net Worth
Services
retirement_planningfinancial_planningestate_planningtax_planninginsurancesocial_securitymedicarecash_flow_planning
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 655 | $120M |
| High Net Worth Individuals | 451 | $504M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $1.1M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Paul David Muller
MANAGING MEMBER, CCO
Joseph Michael Lanza
MANAGING MEMBER
Office locations
3 offices in 1 state
NJ
RIDGEWOODHQ
NJ
POUGHKEEPSIE
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
CRD number
#173064
SEC Number
801-126524
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
visionretirement.comPhone
201-447-2212Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VISION RETIREMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.