Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
164 clients
Average Client Portfolio
$948K average
Assets Under Management
$155.5M

Fee Structure

Financial Planning:Included in AUM fee
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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 · 6 yrs 9 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
Exams
No exam information available for this advisor.