Vigil Wealth Management, LLC

Vigil Wealth Management, LLC (CRD# 299619) is a financial advisory firm headquartered in Ponte Vedra Beach, FL. They manage $126,647,086 in 392 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
822 A1a North, Suite 102, Ponte Vedra Beach, FL 32082
http://www.vigilwealthmanagement.com/
By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    392
    ACCOUNTS
  • Average Account Value
    $323,079
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, MA, NE, NH, TX

Financial Advisors at Vigil Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ritesh Upadhyaya, financial advisor Ponte Vedra Beach FL
Ritesh Upadhyaya
CRD#: 5971663
822 A1a North, Suite 102, Ponte Vedra Beach, FL 32082

Ritesh Upadhyaya (CRD# 5971663) is an Investment Advisor Representative working at Vigil Wealth Management, LLC in Ponte Vedra Beach, FL and has over 8 years of experience in the finance industry.

2
David Vigil, financial advisor Ponte Vedra Beach FL
David J. Vigil
CRD#: 4873382
822 A1a North, Suite 102, Ponte Vedra Beach, FL 32082

David Vigil (CRD# 4873382) is an Investment Advisor Representative working at Vigil Wealth Management, LLC in Ponte Vedra Beach, FL and has over 19 years of experience in the finance industry.

3
Baylee Vigil, financial advisor Ponte Vedra Beach FL
Baylee S. Vigil
CRD#: 6338212
822 A1a North, Suite 102, Ponte Vedra Beach, FL 32082

Baylee Vigil (CRD# 6338212) is an Investment Advisor Representative working at Vigil Wealth Management, LLC in Ponte Vedra Beach, FL and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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