Vigilare Wealth Management LLC

RIASEC Registered

Total AUM

$331M

Discretionary

$316M

95% of AUM

Avg account

$732K

Accounts

452

Employees

Advisory reps

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

FINTRX

Overview

Vigilare Wealth Management LLC is an independent registered investment adviser that focuses on serving individual and family clients. The firm is SEC-registered (registered in 2011) and operates as a limited liability company owned by an individual. Its advisory model is fee-based, charging a percentage of assets under management, and the firm also provides insurance brokerage services. Vigilare positions itself as a capital allocator that uses outside managers for specialist strategies; its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, manager selection, and client education through seminars and workshops. The firm is not an active ESG investor.