Ritesh Upadhyaya
Vigil Wealth Management · Ponte Vedra Beach, Florida
Ritesh Upadhyaya is a fee-only financial advisor at Vigil Wealth Management in Ponte Vedra Beach, Florida. Ritesh focuses on retirement planning. Vigil Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | Vigil Wealth Management |
|---|---|
| Based in | Ponte Vedra Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $186.0M across 417 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5971663 |
| Exams passed | Series 66 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.vigilwealthmanagement.com |
How Ritesh's firm compares
- Vigil Wealth Management's average account is about $446,000, from its Form ADV (assets managed divided by 417 accounts).
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Questions about Ritesh
Is Ritesh Upadhyaya a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ritesh holds no broker registration, and Vigil Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ritesh charge for financial advice?
Ritesh's firm, Vigil Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ritesh Upadhyaya based?
Ritesh Upadhyaya is based in Ponte Vedra Beach, Florida.
What does Ritesh specialize in?
Ritesh's specialties include retirement planning. Ritesh works with retirees, pre-retirees and multi-generational families.
Is Ritesh Upadhyaya registered with the SEC?
Yes. Ritesh Upadhyaya is registered as an investment adviser representative in FL (CRD 5971663), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vigil Wealth Management manage?
Vigil Wealth Management reports $186.0M across 417 accounts in assets under management.
How do I contact Ritesh Upadhyaya?
Through Ritesh's website, www.vigilwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Vigil Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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