Vigil Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$143,056,839
Clients
162
Advisors
3
across 2 offices
About
The firm advises individuals (including high-net-worth clients), trusts, estates, businesses, pension and profit-sharing plans, and broker‑dealers. It offers wealth management and portfolio management (discretionary and non‑discretionary), financial planning, retirement plan advisory, and limited consulting services for brokerage clients.
The firm’s investment approach is primarily long‑term and portfolio construction emphasizes low‑cost, diversified mutual funds and ETFs with institutional share classes when available, while retaining flexibility to use individual stocks, bonds, options, structured products, private investments, and margin where appropriate. It conducts ongoing client contact and due diligence, may recommend unaffiliated independent managers or third‑party access platforms, and monitors accounts on a regular basis.
Distinctive disclosures in the brochure note that the firm sponsors a wrap fee program that bundles securities transaction costs into its advisory fee (see Appendix 1) and maintains an institutional relationship with Charles Schwab. The firm also documents use of borrowing and pledged‑asset lines (including introductions to TriState Capital Bank and a Schwab Pledged Asset Line), the potential use of derivatives such as options and margin in client accounts, and that it may compensate promoters for client referrals under Rule 206(4)-1 and provide consulting to Mutual Securities’ brokerage clients.
Client services
Expertise
Occupation focus
Fee options
Fixed fee of $5,000 for standalone financial planning services (fees may be negotiable).
$0+: Up to 2.50% annually for wealth management services $0+: Up to 1.00% annually for retirement plan advisory services $0+: 0.46% annually for financial institution consulting services
$200 per hour for standalone financial planning services (fees may be negotiable).
Fee-only: Wealth management fees up to 2.50% annually based on assets under management; retirement plan advisory fees up to 1.00% annually; financial institution consulting fee of 0.46% annually; includes wrap fee program with bundled transaction fees.
Main office
See office822 A1 A North, Suite 102
Ponte Vedra Beach FL 32082
Advisors at this office
2
Offices (2)
Most active in
California · Florida · Georgia · Nebraska · Texas
Also doing business as
Private Wealth · Vigil Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ritesh U
Series 66
Ponte Vedra Beach, FL
Vigil Wealth Management, LLC
Ritesh Upadhyaya is a financial advisor at Vigil Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, SunTrust Advisory Services, and LPL Financial. Outside of his advisory role, he is a partner in a children’s fashion business. Vigil Wealth Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs an individualized, primarily long-term investment approach, utilizing a range of investment vehicles and multiple research methods, and offers both discretionary and non-discretionary portfolio management.
Baylee Z
Series 66
Valencia, CA
Vigil Wealth Management, LLC
Baylee Zeigler is a financial advisor at Vigil Wealth Management, LLC in Valencia, CA, holding a Series 66 designation with four years of industry experience. Prior to joining Vigil Wealth Management, Baylee worked at LPL Financial, LLC and has experience in the hospitality industry, including roles at Soho House West Hollywood and Valencia Country Club. Outside of financial advising, Baylee is a co-owner of Sleigh My Lights, LLC, a holiday light installation company. Vigil Wealth Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach focuses on individualized, long-term strategies using primarily low-cost mutual funds and ETFs, with flexibility to include other instruments and multiple research methods, alongside regular portfolio monitoring and rebalancing.
David V
CFP®, Series 66
Ponte Vedra Beach, FL
Vigil Wealth Management, LLC
David Vigil is a CFP® and holds a Series 66 license with 21 years of industry experience. He currently serves as an advisor at Vigil Wealth Management, LLC, where he has worked since 2018, including its predecessor entities. Prior to that, he held positions at LPL Financial and SunTrust Advisory Services. In addition to his advisory role, he is a licensed insurance agent. Vigil Wealth Management advises individuals, trusts, estates, businesses, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm emphasizes a long-term investment approach focused on low-cost, diversified mutual funds and ETFs while maintaining flexibility to include a range of other investment vehicles and regularly monitors client accounts.
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