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VILGA FINANCIAL PLANNING LLC

· CRD 311166 · IAPD ↗ · vilga.com · (201) 300-6097

$169.3MRegulatory AUM
2Advisory reps
2Employees
11Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — VILGA FINANCIAL PLANNING LLC reported RAUM up 36% ($124.7M -> $169.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — VILGA FINANCIAL PLANNING LLC now reports custody of client assets ($8.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
March 2026 — VILGA FINANCIAL PLANNING LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2025 — VILGA FINANCIAL PLANNING LLC (location n/a) is newly SEC-registered with $124.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.