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).
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Total Assets Under Management127MILLION
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Total Number of Accounts392ACCOUNTS
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Average Account Value$323,079
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, FL, GA, MA, NE, NH, TX
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.
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.
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.