# Vigil Wealth Management, LLC

> Vigil Wealth Management, LLC is an SEC-registered investment advisory firm in Ponte Vedra Beach, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 299619
- Filed as: VIGIL WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ponte Vedra Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299619
- AdvisorCensus page: https://advisorcensus.com/firm/vigil-wealth-management-llc-ponte-vedra-beach-fl-299619

## Quick answers

**How is Vigil Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vigil Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Vigil Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Hourly rate: $200 an hour (standalone financial planning services); Flat fee: $5,000 (standalone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Vigil Wealth Management, LLC located?**
Vigil Wealth Management, LLC's principal office is in Ponte Vedra Beach, FL, according to its Form ADV.

**Is Vigil Wealth Management, LLC registered with the SEC or a state?**
Vigil Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 299619.

**How much does Vigil Wealth Management, LLC manage?**
Vigil Wealth Management, LLC reports $186,035,899 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (96% discretionary).

**How have Vigil Wealth Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for Vigil Wealth Management, LLC: Regulatory assets under management: $104,790,761 in the October 2023 data and $186,035,899 in the October 2026 data, up 78%. Total employees: 3 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vigil Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (73); corporations or other businesses not listed above (8).

**Which custodians does Vigil Wealth Management, LLC use?**
Vigil Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Vigil Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299619

**What changed in Vigil Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $155,481,936 to $186,035,899 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Hourly rate: $200 an hour (standalone financial planning services)

> Vigil Wealth offers standalone financial planning services either on an hourly basis or for a fixed fee. Hourly fees are charged at $200 per hour.

- Flat fee: $5,000 (standalone financial planning services)

> Vigil Wealth offers standalone financial planning services either on an hourly basis or for a fixed fee. ... Fixed fees are charged at $5,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $186,035,899
- Discretionary: $178,831,190
- Non-discretionary: $7,204,709

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 89 | $14,268,691 |
| High net worth individuals | 73 | $128,788,148 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $7,204,709 |
| Charitable organizations | Fewer than 5 | $284,774 |
| Corporations or other businesses not listed above | 8 | $35,489,577 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, GA, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [vigilwealthmanagement.com](https://vigilwealthmanagement.com)
- Facebook @vigilwealth
- X @VigilWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $104,790,761 | 3 | March 21, 2023 |
| October 2024 | $126,647,086 | 3 | August 22, 2024 |
| October 2025 | $155,481,936 | 4 | June 2, 2025 |
| October 2026 | $186,035,899 | 4 | March 24, 2026 |

Regulatory assets under management: $104,790,761 in the October 2023 data and $186,035,899 in the October 2026 data, up 78%.
Total employees: 3 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $155,481,936 to $186,035,899 (+20%).

### January 2026
- No longer registered or notice-filed in MA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vigil Wealth Management, LLC (CRD 299619): Form ADV filing data as of October 2026.