# VISION RETIREMENT

VISION RETIREMENT is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** visionretirement.com
- **LinkedIn:** https://www.linkedin.com/company/pdmuller

## Regulatory record

- **CRD number:** 173064
- **SEC file number:** 801-126524
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173064

## About

VISION RETIREMENT is an SEC-registered investment adviser in Ridgewood, NJ, registered since 2022. The firm manages $634 million in assets, with $602 million on a discretionary basis. It has 13 employees and 5 investment advisers.

## Questions

### Does Vision Retirement invest in private markets or alternatives?

Its public disclosures do not reference direct private-market investments, co-investments, or alternative-asset allocations. The firm's regulatory filings indicate a focus on publicly traded securities and traditional portfolio-construction strategies for individual retirement accounts.

### Who runs the firm?

Specific principals are not widely publicized beyond standard regulatory filings. The firm operates as a registered investment advisor, meaning its leadership is disclosed through Form ADV filings with the SEC, though those names are not commonly tracked in institutional databases.

### How is Vision Retirement different from institutional allocators like pension funds or sovereign wealth funds?

It sits on a completely different side of the financial ecosystem. Vision Retirement exists to provide financial planning and portfolio management to individual households, not to deploy institutional capital into private equity, venture capital, or infrastructure funds.

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Last updated: 2026-06-03T20:00:00.000Z

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