PONTE VEDRA BEACH, FLCRD 299619Latest ADV March 24, 2026
Vigil Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ponte Vedra Beach, FL. Its latest Form ADV filing, dated March 24, 2026, reports $186M in regulatory assets under management, 4 employees, 1 office, and 417 accounts.
Assets Under Management
$186M
Employees
4
Offices
1 office
Total Clients
176
Primary office
PONTE VEDRA BEACH, FL
822 A1A NORTH, SUITE 102, PONTE VEDRA BEACH, FL, United States
Top client segmentIndividuals represent 50.6% of total clients.
Top client categories% of clientsClients
1
Individuals
50.6%
89
2
HNWI
41.5%
73
3
Corporations
4.5%
8
4
Pension Plans
3.4%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$186Mas of March 24, 2026
Discretionary96.1%
$179M
96% of total RAUM96.1%
Non-discretionary3.9%
$7M
4% of total RAUM3.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$186M
Total Accounts417
10Y AUM Change+$186M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee44:1
10Y Employee Change+3 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.