Vigil Wealth Management, LLC

Ritesh Upadhyaya is a financial advisor at Vigil Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, SunTrust Advisory Services, and LPL Financial. Outside of his advisory role, he is a partner in a children’s fashion business. Vigil Wealth Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs an individualized, primarily long-term investment approach, utilizing a range of investment vehicles and multiple research methods, and offers both discretionary and non-discretionary portfolio management.

Baylee Zeigler is a financial advisor at Vigil Wealth Management, LLC in Valencia, CA, holding a Series 66 designation with four years of industry experience. Prior to joining Vigil Wealth Management, Baylee worked at LPL Financial, LLC and has experience in the hospitality industry, including roles at Soho House West Hollywood and Valencia Country Club. Outside of financial advising, Baylee is a co-owner of Sleigh My Lights, LLC, a holiday light installation company. Vigil Wealth Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach focuses on individualized, long-term strategies using primarily low-cost mutual funds and ETFs, with flexibility to include other instruments and multiple research methods, alongside regular portfolio monitoring and rebalancing.

David Vigil is a CFP® with 21 years of experience in the financial services industry. He is currently with Vigil Wealth Management, LLC, where he has worked since 2018. His prior experience includes roles at Morgan Stanley Smith Barney, SunTrust Advisory Services, and LPL Financial. Outside of his advisory work, he is a licensed insurance agent. Vigil Wealth Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs an individualized, primarily long-term investment approach using a range of instruments and multiple research methods, and offers both discretionary and non-discretionary portfolio management alongside standalone financial planning and consulting.