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Tyler Drake Wolfson

Investment adviser representative at First Light Retirement, LLC
17 yearsExperience
1 stateRegistered in
$843.7MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Pension consulting

Experience

17 years in the industry.

  1. First Light Retirement, LLCJun 2021 to now
  2. Wells Fargo Clearing Services, LLCNov 2016 to Jun 2021
  3. Wells Fargo Advisors, LLCJan 2009 to May 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 1 state (CA).

First Light Retirement, LLC

$843.7MAssets managed
22Clients
2Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5012340
Firm CRD
314509
Advisor's SEC record (opens in a new tab)
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