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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Vigil Wealth Management LLC
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| CRD # | 299619 |
| SEC # | 801-127114 |
| CIK # | |
| AUM | $155.5 M (2025-06-02) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 904-709-4810 |
| Address | 822 A1A North Ponte Vedra Beach, FL 32082 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 15.1 |
| (b) Individuals (high net worth individuals) | 62 | 107.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 6.8 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 25.9 |
| (n) Other | 0 | 0.0 |
| Total | 421 | 155.5 |
| By Discretionary | ||
| Discretionary | 414 | 148.7 |
| Non-Discretionary | 7 | 6.8 |
| Total | 421 | 155.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.7 | |
| United States Persons | 134.7 | |
| Total | 421 | 155.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
191 Godwin Associates Inc D/B/A Godwin Capital Management
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|
NJ | 0.2 |
|
Cassady Wealth & Retirement Planning LLC
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NV | 0.2 |
|
The Archer Consulting Group LLC
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|
LA | 0.2 |
|
KOBO Wealth Conservancy LLC
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|
HI | 0.2 |
|
Spurstone Advisory Services LLC
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|
CT | 0.2 |
|
Stonecrest Advisors Inc
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|
TX | 0.2 |
|
Gould Capital LLC
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|
WA | 0.2 |
|
Delaware Avenue Wealth Planners LLC
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|
DE | 0.2 |
|
Spinosa Wealth Management Group LLC
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|
LA | 0.2 |
|
First Mason Financial LLC
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|
OH | 0.2 |