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, individually owned RIA that registered with the SEC in 2023 and describes itself as a capital allocator. The firm serves both individual/family and institutional clients and provides a mix of advisory services: financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and the selection of outside advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3RITESH 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 63Active vs passive
$137M in ETFs
12%
$16.4M
87%
$121M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $12.3M | 290,027 | 8.98% |
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 A1A N
- Time zone
- ET (UTC-5)
- Office locations
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