VIGIL WEALTH MANAGEMENT, LLC

822 A1a North
Suite 102
Ponte Vedra Beach, Florida 32082
Tel: (904) 709-4810

About VIGIL WEALTH MANAGEMENT, LLC

VIGIL WEALTH MANAGEMENT, LLC, formally registered with the SEC as VIGIL WEALTH MANAGEMENT, LLC. The firm was established in 01/03/2023. They have over 2 offices throughout the country.

VIGIL WEALTH MANAGEMENT, LLC is a Ponte Vedra Beach, Florida based Financial Planning firm with nearly $126,647,086 assets under management, offering retirement planning & investment advisory services to 392 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299619
SEC#	801-127114
Assets Managed by Firm	$126,647,086
No. of Clients	392
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	392	$126,647,086
Individuals (other than high net worth individuals)	81	$9,390,771
High net worth individuals	62	$87,476,322
Pension and profit sharing plans	7	$6,216,518
Corporations or other businesses	8	$23,563,475

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