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VIGIL WEALTH MANAGEMENT, LLC
CRD 299619 · SEC 801-127114
822 A1A NORTH, SUITE 102, PONTE VEDRA BEACH, FL, 32082, United States
Phone
(904) 709-4810
Fax
(904) 212-1198
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$186.0M
Discretionary AUM
$178.8M
Team
4 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $14.3M |
| High net worth individuals | 73 | $128.8M |
| Pension/profit sharing plans | 6 | $7.2M |
| Corporations/business entities | 8 | $35.5M |
States served
CA, GA, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD