Baylee
Vigil

Vigil Wealth Management, LLC

CRD#6338212
Investment Advisor
in Ponte Vedra Beach, FL

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About this Advisor

Baylee Vigil is a financial advisor based in Ponte Vedra Beach, Florida, working with Vigil Wealth Management, LLC. Baylee has previously held positions at Hudson West Hollywood, Valencia Country Club, Soho House West Hollywood, Soho Beach House, South Pointe Tavern, Florida State College Of Jacksonville, Morgan Stanley, Lulu's Waterfront Grille, LPL Financial, LLC, and Vigil Wealth Management, LLC. Baylee has passed the Series 66 regulatory exam and is registered to provide services in California and Florida. Currently, Baylee is part of Vigil Wealth Management, LLC, which operates out of Ponte Vedra Beach, Florida. The firm has 1 office and 3 employees. The firm manages assets totaling $126.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Vigil Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

822 A1A North Suite 102
Ponte Vedra Beach, FL 32082

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Vigil Wealth Management, LLC Brokerage Details

Total Assets Under Management

$126,647,086

FL Average: $1,855,561,029
Total Number of Employees

3

FL Average: 62
Total Number of Accounts

392

FL Average: 2,474
Average Account Size

$323,079

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Baylee Vigil Work History

2021 - Present (3 years)

Vigil Wealth Management, LLC

2021 - 2021 (< 1 year)

Lpl Financial, LLC

2021 - 2021 (< 1 year)

Vigil Wealth Management, LLC

2021 - 2022 (1 year)

Lpl Financial, LLC

2020 - 2020 (< 1 year)

Hudson West Hollywood

2020 - 2020 (< 1 year)

Valencia Country Club

2020 - 2021 (1 year)

Vigil Wealth Management, LLC

2017 - 2020 (3 years)

Soho House West Hollywood

2017 - 2017 (< 1 year)

Soho Beach House

2017 - 2017 (< 1 year)

South Pointe Tavern

2015 - 2017 (2 years)

Florida State College Of Jacksonville

2013 - 2014 (1 year)

Morgan Stanley

2013 - 2015 (2 years)

Lulu'S Waterfront Grille

Disclosures

Please visit the SEC profile of Baylee Vigil to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vigil Wealth Management, LLC

Baylee Vigil
Ponte Vedra Beach, FL
Ritesh Upadhyaya
Ponte Vedra Beach, FL
David Vigil
Ponte Vedra Beach, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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