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Home > Retirement Planners > florida > ponte vedra beach > VIGIL WEALTH MANAGEMENT, LLC
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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