Vigil Wealth Management, Llc
- Regulatory AUM
- $186M
- Discretionary
- $179M
- Clients
- 176
- Avg AUM / client
- $1.1M
- Accounts
- 417
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Investments (13F portfolio — 75 positions, $123,729,004)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Capital Group Dividend Value | SHS CREATION UNI | $12,337,729 | 290,027 | 9.97% | 6.63% |
| 2 | Dimensional Etf Trust | US CORE EQUITY 2 | $11,816,038 | 304,067 | 9.55% | 6.35% |
| 3 | Capital Group Core Equity Et | SHS CREATION UNI | $11,732,435 | 305,373 | 9.48% | 6.31% |
| 4 | Dimensional Etf Trust | US CORE EQT MKT | $8,297,264 | 183,893 | 6.71% | 4.46% |
| 5 | Philip Morris Intl Inc | COM | $8,083,969 | 48,893 | 6.53% | 4.35% |
| 6 | Capital Group Growth Etf | SHS CREATION UNI | $6,475,904 | 161,132 | 5.23% | 3.48% |
| 7 | Capital Grp Fixed Incm Etf T | US MULTI-SECTOR | $5,730,768 | 210,458 | 4.63% | 3.08% |
| 8 | Capital Grp Fixed Incm Etf T | CORE PLUS INCM | $5,151,620 | 230,601 | 4.16% | 2.77% |
| 9 | Capital Grp Fixed Incm Etf T | CORE BOND ETF | $5,038,218 | 191,859 | 4.07% | 2.71% |
| 10 | Ishares Tr | CORE S&P500 ETF | $3,430,874 | 5,252 | 2.77% | 1.84% |
| 11 | Tapestry Inc | COM | $2,914,909 | 20,657 | 2.36% | 1.57% |
| 12 | Apple Inc | COM | $2,311,773 | 9,109 | 1.87% | 1.24% |
| 13 | Alphabet Inc | CAP STK CL C | $2,294,880 | 8,000 | 1.85% | 1.23% |
| 14 | Dimensional Etf Trust | SHORT DURATION F | $2,085,491 | 43,557 | 1.69% | 1.12% |
| 15 | Nushares Etf Tr | GET OPP ETF | $2,071,153 | 57,580 | 1.67% | 1.11% |
| 16 | Ishares Tr | RUS 1000 VAL ETF | $1,870,040 | 8,752 | 1.51% | 1.01% |
| 17 | Dimensional Etf Trust | INTL CORE EQUITY | $1,793,424 | 50,476 | 1.45% | 0.96% |
| 18 | Ishares Tr | RUS 1000 GRW ETF | $1,665,187 | 3,905 | 1.35% | 0.9% |
| 19 | Ventas Inc | COM | $1,635,600 | 20,000 | 1.32% | 0.88% |
| 20 | Altria Group Inc | COM | $1,603,557 | 24,300 | 1.3% | 0.86% |
| 21 | Canadian Nat Res Ltd Med Ter | COM | $1,461,900 | 30,000 | 1.18% | 0.79% |
| 22 | Caterpillar Inc | COM | $1,242,077 | 1,753 | 1.0% | 0.67% |
| 23 | Enbridge Inc | COM | $1,066,558 | 19,700 | 0.86% | 0.57% |
| 24 | Dimensional Etf Trust | US EQUITY MARKET | $1,053,384 | 14,855 | 0.85% | 0.57% |
| 25 | Morgan Stanley | COM NEW | $1,015,397 | 6,170 | 0.82% | 0.55% |
Top 25 of 75 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 89 | $14.3M | 7.67% |
| High net worth individuals | 73 | $129M | 69.2% |
| Pension and profit sharing plans | 6 | $7.2M | 3.87% |
| Charitable organizations | Fewer than 5 clients | $285K | 0.15% |
| Corporations and other businesses | 8 | $35.5M | 19.1% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David James Vigil | Managing Director, Private Wealth Advisor, And Chief Compliance Officer | CFP | Nov 2018 (8y) | 75% or more |
| Ritesh Upadhyaya | Registered representative | May 2019 (7y) | ||
| Baylee Shay Zeigler | Registered representative | Dec 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 953 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $176M (94% of AUM) Mar 2026
- LPL Financial $118M (76% of AUM) Nov 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗