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Vigil Wealth Management, LLC

● SEC registered since 2023CRD 299619SEC# 801-127114Ponte Vedra Beach, FL
Export (members)
Reg. AUM
$155.5M
Employees
4
Accounts
421
Location
Ponte Vedra Beach, FL

Vigil Wealth Management, LLC assets under management

Vigil Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Ponte Vedra Beach, FL. The firm has been registered since 2023. It reports $155.5 million in regulatory assets under management and employs 4 people.
www.vigilwealthmanagement.comView on SEC.gov ↗

Vigil Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
David James Vigil ControlManaging Director, Private Wealth Advisor, And Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Vigil Wealth Management, LLC manage?

Vigil Wealth Management, LLC reports $155.5 million in regulatory assets under management on its Form ADV.

How many employees does Vigil Wealth Management, LLC have?

Vigil Wealth Management, LLC reports 4 employees.

Where is Vigil Wealth Management, LLC located?

Vigil Wealth Management, LLC is based in Ponte Vedra Beach, FL and has been SEC-registered since 2023.

Does Vigil Wealth Management, LLC disclose fund performance?

Vigil Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address822 A1a North, Suite 102, Ponte Vedra Beach, FL 32082
Phone(904) 709-4810
Fax(904) 212-1198
Office hours9:00 a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
CIK2107625
Discloses disciplinary historyNo

Assets under management

Discretionary$148.7M
Non-discretionary$6.8M
Total (RAUM)$155.5M