Vision Retirement, Llc
- Regulatory AUM
- $634M
- Discretionary
- $602M
- Clients
- 1,119
- Avg AUM / client
- $566K
- Accounts
- 1,965
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 655 | $120M | 19.0% |
| High net worth individuals | 451 | $504M | 79.6% |
| Pension and profit sharing plans | 2 | $1.1M | 0.18% |
| Charitable organizations | 3 | $799K | 0.13% |
| Corporations and other businesses | 8 | $7.0M | 1.1% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul David Muller | Managing Member, Cco | Sep 2014 (12y) | 50% – 75% | |
| Joseph Michael Lanza | Managing Member | Nov 2024 (2y) | 50% – 75% | |
| Benjamin Albert Stark | Registered representative | Aug 2021 (5y) | ||
| Nicholas Joseph Taber | Registered representative | Jul 2024 (2y) | ||
| Joseph John Spinelli | Registered representative | Nov 2024 (2y) | ||
| Anthony Passerino | Registered representative | Jan 2026 (1y) | ||
| Kevin Allen Leeds | Registered representative | Apr 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 1 MB | 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
- • Hourly charges
- • Fixed fees
- • Other fees
- • SUBSCRIPTION SERVICES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- LPL Financial $633M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗