Overview
Assets Under Management: $155 million
Headquarters: PONTE VEDRA BEACH, FL
High-Net-Worth Clients: 62
Average Client Assets: $2 million
Frequently Asked Questions
VIGIL WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299619), VIGIL WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
VIGIL WEALTH MANAGEMENT, LLC is headquartered in PONTE VEDRA BEACH, FL.
VIGIL WEALTH MANAGEMENT, LLC serves 62 high-net-worth clients according to their SEC filing dated November 04, 2025. View client details ↓
According to their SEC Form ADV, VIGIL WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
VIGIL WEALTH MANAGEMENT, LLC manages $155 million in client assets according to their SEC filing dated November 04, 2025.
According to their SEC Form ADV, VIGIL WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.18
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 421
Discretionary Accounts: 414
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 299619
Filing ID: 2025673
Last Filing Date: 2025-11-04 16:48:56
Website: 1