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VIGIL WEALTH MANAGEMENT, LLC
CRD 299619File 801-127114
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$186.0M
Bottom 25% of cohort (national)
Discretionary AUM
$178.8M
Non-discretionary $7.2M
Clients
176
417 accounts
Employees
4
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 3, 2023
- Principal office
- 822 A1A NORTH, SUITE 102, PONTE VEDRA BEACH, FL, 32082
- Phone
- (904) 709-4810
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $186.0M
- Discretionary AUM
- $178.8M
- Non-discretionary AUM
- $7.2M
- Discretionary accounts
- 411
- Non-discretionary accounts
- 6
- Total accounts
- 417
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $35.5M |
| Charitable organizations | Fewer than 5 | $285K |
| High net worth individuals | 73 | $128.8M |
| Pension and profit sharing plans | 6 | $7.2M |
| Individuals (other than high net worth individuals) | 89 | $14.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.