This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.77 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$186MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$179M

Private client RAUM

$143MderivedItem 5.D individuals plus high net worth individuals

Private client share

77%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$62.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

3

Offices

1Schedule D 1.F, beyond the principal office

Accounts

417

Individual clients

89

High net worth clients

73

Custody, client assets

$44.3M

SEC number

801-127114

CIK

2107625

CRD

299619

Filings on the tape

18

First filed

Nov 19, 2018

Latest filed

Mar 24, 2026

Organised

Limited Liability Company, FL

Website

vigilwealthmanagement.com

• Occurred

  Nov 19, 2018
  First Form ADV filing

  Vigil Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4c6c9445-d91b-b232-4fdc-441b8260ab4a

First observed

Nov 19, 2018

Last observed

Mar 24, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.