Vigil Wealth Management LLC

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Assets, Funds, Holdings

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Vigil Wealth Management LLC
CRD #299619
SEC #801-127114
CIK #0002107625
AUM 186.0 M (2026-03-24)
Employees 4 (75% Investors, 0% Brokers)
Phone904-709-4810
Address822 A1A North
Ponte Vedra Beach, FL 32082
Source [IAPD] [EDGAR] [Website] [Twitter]
Total AUM ($M)
190152114763802010201520212027
Sector Form 13F Holdings Value ($M)
Philip Morris International Inc 8.1
Coach Inc 2.9
Apple Inc 2.3
Alphabet Inc 2.3
Ventas Inc 1.6
Altria Group Inc 1.6
Canadian Natural Resources Ltd 1.5
Caterpillar Inc 1.2
Enbridge Inc 1.1
Morgan Stanley 1.0
View All
Holdings by Sector ($M)
13010478522602025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 89 14.3
(b) Individuals (high net worth individuals) 73 128.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 6 7.2
(h) Charitable organizations 0 0.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 8 35.5
(n) Other 0 0.0
Total 417 186.0
By Discretionary
Discretionary 411 178.8
Non-Discretionary 6 7.2
Total 417 186.0
By Non-United States Persons
Non-United States Persons 25.6
United States Persons 160.4
Total 417 186.0
EDGAR Form CIK 2011 - 2026
13F-HR [0002107625]
Firm Profile (Form ADV)
ServesInstitutional, Retail
Comparable Firms State AUM
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WI 186.2 M
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Total Wealth Services LLC
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Ridge Capital Management LLC
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Hillspring Financial Inc
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Schrum Private Wealth Management LLC
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The Kocen Financial Group Inc
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Liberty Atlantic Advisors LLC
185.8 M
Doheny Asset Management LLC
CA 185.7 M
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