VIGILARE WEALTH MANAGEMENT LLC

Overview

Vigilare Wealth Management LLC is an independent registered investment adviser that serves individual and family clients with a fee model tied to assets under management. The firm positions itself as a capital allocator, using third‑party managers and direct portfolio management to blend public market exposure with alternative strategies. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, selection of other advisers and educational workshops, and it also operates as an insurance broker—an alignment that shows a tendency to combine investment management with insurance and income‑planning solutions. Investment activity leans toward liquid public markets supplemented by allocations to private markets and commodities. The firm's 13F disclosures and ADV indicate a substantial use of ETFs for core exposures, while private equity, venture capital, hedge funds, real estate, commodities and oil & gas are used as complementary sources of return and diversification. Vigilare’s practice implies a multi‑manager approach: they pick external alternative managers where appropriate and retain discretionary authority over most client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices