CRD: 299619
Vigil Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · LPL Financial · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-04-2019
- Office Locations
- 2
Office Locations
About Vigil Wealth Management, LLC
Vigil Wealth Management, LLC provides investment management and strategic, goals-based wealth planning for individuals and familiesfrom first-time investors to retireesincluding retirement, tax and estate planning and ongoing portfolio construction. The firms managed accounts lean heavily on ETFs and public funds within an asset-allocation and risk-management approach. Custody includes Charles Schwab and LPL Financial.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID JAMES VIGIL
Chief Compliance Officer, MANAGING DIRECTOR, PRIVATE WEALTH ADVISOR
- CRD
- #4873382
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RITESH UPADHYAYA
Director
- CRD
- #5971663
BAYLEE SHAY ZEIGLER
--
- CRD
- #6338212
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $178,831,190 | $435,112 |
| Non-Discretionary | $7,204,709 | $1,200,785 |
| Total | $186,035,899 | $446,129 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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