Overview
Assets Under Management: $125 million
High-Net-Worth Clients: 15
Average Client Assets: $8 million
Frequently Asked Questions
VILGA FINANCIAL PLANNING 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 #311166), VILGA FINANCIAL PLANNING LLC is subject to fiduciary duty under federal law.
VILGA FINANCIAL PLANNING LLC serves 15 high-net-worth clients according to their SEC filing dated February 11, 2026. View client details ↓
According to their SEC Form ADV, VILGA FINANCIAL PLANNING LLC offers financial planning and portfolio management for individuals. View all service details ↓
VILGA FINANCIAL PLANNING LLC manages $125 million in client assets according to their SEC filing dated February 11, 2026.
According to their SEC Form ADV, VILGA FINANCIAL PLANNING LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.04
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 97
Discretionary Accounts: 97
Regulatory Filings
CRD Number: 311166
Filing ID: 2052975
Last Filing Date: 2026-02-11 12:15:10