Ritesh Upadhyaya
Investment Adviser Representative at Vigil Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ritesh Upadhyaya is an investment adviser representative with Vigil Wealth Management, LLC in Ponte Vedra Beach, FL, where they have been registered since 2019. They have worked in the securities industry since 2017 and have been registered with 4 firms, including Suntrust Advisory Services, Inc. and Suntrust Investment Services, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Suntrust Investment Services, Inc.Oct 2016 – Apr 2017Atlanta, GA
- Suntrust Advisory Services, LLCOct 2016 – Jan 2017Atlanta, GA
- Suntrust Advisory Services Inc.Jan 2017 – Apr 2017Atlanta, GA
- LPL Financial, LLCApr 2017 – Nov 2022Ponte Vedra Beach, FL
- Vigil Wealth Management, LLCApr 2019 – no end date reportedPonte Vedra Beach, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Vigil Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management and strategic wealth planning, including personalized financial planning, portfolio management, and advice tailored to each client's entire financial picture.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Ponte Vedra Beach, FL
- SEC file number:
- 801-127114
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 24, 2026
View full firm profileOther advisors at Vigil Wealth Management, LLC
2 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ritesh Upadhyaya has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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