Vigilare Wealth Management LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 157663
- Registered since
- June 7, 2011
- Website
- www.vigilarewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.22%
- Individuals7.8%
- Charitable Organizations3.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Vigilare Wealth Management LLC is an independent registered investment adviser that has been SEC-registered since 2011 and is owned by an individual. The firm serves primarily individual and family clients on a percentage-of-AUM fee basis and combines traditional advisory work with insurance brokerage. Core advisory services include financial planning, portfolio management for individuals and small businesses as well as for institutional/business clients, selection of third‑party managers, and client education through seminars and workshops. The firm also describes itself as a capital allocator, which is reflected in its third‑party fund allocations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities25%
- US Government Bonds8%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1
Jason Polit
Co-Founder and Chief Investment OfficerCRD 3050647
Contacts
3 of 3
Zeljko Zdrale
Co-Founder, Global Market StrategistCRD 5103342
Racquel Kolsrud
Senior Wealth AdvisorCRD 4131680
Danita Rios
Director of Operations and ComplianceCRD 4422971
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$290M in ETFs
75%
$216M
19%
$73.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $72.6M | 720,786 | 25.04% |
Location
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 8585 E Hartford Dr
- Time zone
- MT (UTC-7)
- Office locations
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