VIGIL WEALTH MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $186.0M |
| Discretionary | $178.8M96% of AUM |
| Non-Discretionary | $7.2M |
| Client Accounts | 417 |
| Avg Account Size | $446K |
| Employees | 4 |
| Peak AUM | $186.0MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $186M | +19.7% | +21.1% | — | |
| Discretionary AUM | $179M | ||||
Key Metrics
| Total AUM | $186.0M |
| Discretionary | $178.8M |
| Employees | 4 |
| Client Accounts | 417 |
| Client Range | 101-250 |
Contact & Location
Address
822 A1A NORTH
PONTE VEDRA BEACH FL 32082
Phone
(904) 709-4810
Filing History
18 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$179M
96.1% of AUM
Non-Discretionary
$7M
3.9% of AUM
Disc. mix ▲ 0.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Structure
No related registrations reported