Vigil Wealth Management, LLC
Firm details
- Headquarters
- Ponte Vedra, Florida
- CRD number
- 299619
- Registered since
- January 3, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.23%
- Corporations / Businesses19.08%
- Individuals7.67%
- Pension & Profit Sharing Plans3.87%
- Charitable Organizations0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Vigil Wealth Management, LLC is an independent registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management across client types — including individuals, small businesses and larger business or institutional accounts — and also offers selection-of-other-advisers services and pension consulting as part of its advisory capabilities. Its fee arrangements include asset-based pricing as well as hourly and fixed-fee options. Vigil does not market itself as an ESG-active investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds19%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Contacts
3 of 3
Ritesh Upadhyaya
Director of Client RelationsCRD 5971663
David Vigil
Managing Director & Private Wealth AdvisorCRD 4873382
Baylee Zeigler
Wealth PlannerCRD 6338212
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$156M in ETFs
12%
$19.2M
87%
$137M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $14.6M | 296,620 | 9.34% |
Location
Ponte Vedra, FL
Saint Johns
Location
Ponte Vedra, FL
Headquartered in Ponte Vedra, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Saint Johns
- Address
- 822 A1 A N
- Time zone
- ET (UTC-5)
- Office locations
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