# Vigil Wealth Management

Vigil Wealth Management is a Bank / Wealth / Trust based in Ponte Vedra Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Ponte Vedra Beach, United States
- **Region:** North America
- **Address:** Ponte Vedra, FL, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** vigilwealth.com

## Regulatory record

- **CRD number:** 299619
- **SEC file number:** 801-127114
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Vigil Wealth Management was established in 2017 in Ponte Vedra, Florida, a market known for its density of affluent retirees and financial-services professionals. The firm registered as an investment advisor with a mandate to serve individuals, high-net-worth families, and various entities. Unlike single-family offices that manage a discrete fortune, Vigil built its business as a multi-client RIA, creating a cross-section of wealth profiles rather than a pooled family balance sheet. Vigil's strategy centers on two service lines: comprehensive financial planning and discretionary portfolio management. The planning work encompasses retirement modeling, tax-aware asset location, and estate-coordination guidance. On the discretionary side, the firm constructs and manages portfolios directly for clients, acting as a fiduciary rather than a commission-based intermediary. The absence of proprietary products shapes an open-architecture approach to manager and security selection. Its geographic footprint remains concentrated in Northeast Florida, with Ponte Vedra serving as both headquarters and primary client catchment. The firm's scale is undisclosed — no public AUM figure, team count, or client tally is available. This opacity is typical for boutique RIAs operating below the SEC's broader reporting thresholds. No adjacent vehicles, philanthropic foundations, or co-investment clubs have been publicly linked to Vigil. The firm's website and regulatory filings confirm its ongoing registered status, but no recent operational announcements, fund closes, or strategic pivots have been reported in the last 24 months. Vigil's structural differentiator lies in its local, fiduciary-only architecture. By avoiding broker-dealer affiliation and proprietary product manufacturing, the firm eliminates the incentive conflicts that often complicate wealth management in community-bank or wirehouse settings. This places Vigil in the camp of independent RIAs that compete on advice quality and personal relationships rather than distribution scale. The succession structure and ownership are not publicly known.

## Sectors

- Wealth Management & Advisory

## Questions

### How does Vigil Wealth Management structure its fees?

As a fiduciary RIA, Vigil operates on a fee-only basis, charging clients directly for advice and portfolio management rather than earning commissions on product sales. The specific fee schedule — whether asset-based, flat, or hourly — is not publicly disclosed. Fee-only structures are standard for independent RIAs seeking to minimize conflicts of interest.

## Related profiles

- [VIFinance](https://altss.com/profile/vifinance)
- [Vigilant Capital Management](https://altss.com/profile/vigilant-capital-management)

---

Updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/vigil-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology