1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VIGIL WEALTH MANAGEMENT, LLC

Map pinPONTE VEDRA BEACH, FL
Phone(904) 709-4810
NotebookSEC #801-127114
Total AUM
$186M
Employees
4
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
822 A1A NORTH
SUITE 102
PONTE VEDRA BEACH
FL 32082
United States
Operating Hours
9:00 AM TO 5:00PM
Monday - Friday
Phone
(904) 709-4810
Other Offices
1

ReceiptFinancials

Total AUM
$186M
Accounts
417
Discretionary
$178.8M
Accounts
411
Non-Discretionary
$7.2M
Accounts
6

ContactClients

View more in analytics →

Individual Clients
89
AUM
$14.3M
HNW Individual Clients
73
AUM
$128.8M
Pension/Profit Sharing Plan Clients
6
AUM
$7.2M
Charitable Organization Clients
1
AUM
$284.8K
Corporation or Business Clients
8
AUM
$35.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANETX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account