Vigil Wealth Management, LLC
● SEC registered since 2023CRD 299619SEC# 801-127114Ponte Vedra Beach, FL
Reg. AUM
$186M
Employees
4
Accounts
417
Location
Ponte Vedra Beach, FL
Vigil Wealth Management, LLC assets under management
Vigil Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Ponte Vedra Beach, FL. The firm has been registered since 2023. It reports $186 million in regulatory assets under management and employs 4 people.
Vigil Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David James Vigil Control | Managing Director, Private Wealth Advisor, And Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Vigil Wealth Management, LLC manage?
Vigil Wealth Management, LLC reports $186 million in regulatory assets under management on its Form ADV.
How many employees does Vigil Wealth Management, LLC have?
Vigil Wealth Management, LLC reports 4 employees.
Where is Vigil Wealth Management, LLC located?
Vigil Wealth Management, LLC is based in Ponte Vedra Beach, FL and has been SEC-registered since 2023.
Does Vigil Wealth Management, LLC disclose fund performance?
Vigil Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 822 A1a North, Suite 102, Ponte Vedra Beach, FL 32082 |
| Phone | (904) 709-4810 |
| Fax | (904) 212-1198 |
| Office hours | 9:00 a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2107625 |
| Discloses disciplinary history | No |
Regulatory AUM
$186M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$186Mregulatory AUM
Discretionary $178.8MNon-discretionary $7.2M