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Ritesh Upadhyaya

Vigil Wealth Management, LLC
9 Years of Experience
Ponte Vedra Beach, FL
View SEC Summary
View SEC Summary

Ritesh Upadhyaya is a registered investment advisor at Vigil Wealth Management, LLC, based in Ponte Vedra Beach, FL, with 9 years of industry experience. Ritesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 176 clients with $190M in assets under management.

Vigil Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
176 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$186.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum fee is 2.50%, based on the scope and complexity of the relationship. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

822 A1A North, Suite 102, Ponte Vedra Beach, FL, 32082

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ritesh owns Kuya, LLC, a real estate rental business, dedicating minimal time to managing the property. He is also a partner in Cardin McCoy, a fashion and clothing business for children, spending a few hours per week on this venture.

Employment History
Current Registrations
Vigil Wealth Management, LLC
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
February 2019 - November 2022 · 3 yrs 9 mos
Suntrust Advisory Services, INC.
February 2017 - April 2017 · 2 mos
Suntrust Investment Services, INC.
October 2016 - January 2017 · 3 mos
Suntrust Investment Services, INC.Broker
October 2016 - April 2017 · 6 mos
Morgan Stanley
August 2015 - October 2016 · 1 yr 2 mos
Morgan StanleyBroker
June 2015 - October 2016 · 1 yr 4 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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