VILGA FINANCIAL PLANNING LLC

VILGA FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 311166). Regulatory assets under management: $169.3M.

Registration

• CRD: 311166
• SEC file number: 801-132624
• Type: Registered investment adviser
• Phone: (201) 300-6097
• Latest filing: 2026-03-24
• Regulatory AUM: $169.3M
• Discretionary AUM: $169.3M
• Clients: 2
• Accounts: 119

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311166 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search