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Vigilare Wealth Management LLC

● SEC registered since 2011CRD 157663SEC# 801-72385Scottsdale, AZ
Export (members)
Reg. AUM
$315.2M
Employees
6
Accounts
448
Location
Scottsdale, AZ

Vigilare Wealth Management LLC assets under management

Vigilare Wealth Management LLC is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 2011. It reports $315.2 million in regulatory assets under management and employs 6 people.

Vigilare Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Jason Scott Polit ControlOwner, Managing Member, Chief Compliance Officer50-75%2011
Zeljko Jag Zdrale ControlOwner, Managing Member50-75%2011

Frequently asked questions

How much does Vigilare Wealth Management LLC manage?

Vigilare Wealth Management LLC reports $315.2 million in regulatory assets under management on its Form ADV.

How many employees does Vigilare Wealth Management LLC have?

Vigilare Wealth Management LLC reports 6 employees.

Where is Vigilare Wealth Management LLC located?

Vigilare Wealth Management LLC is based in Scottsdale, AZ and has been SEC-registered since 2011.

Does Vigilare Wealth Management LLC disclose fund performance?

Vigilare Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8585 East Hartford Drive, Suite 113, Scottsdale, AZ 85255
Phone(480) 636-8292
Fax(480) 636-8209
Office hours8:00 To 5:00
SEC regionLos Angeles Regional Office (LARO)
CIK1730889
Discloses disciplinary historyNo

Assets under management

Discretionary$305.8M
Non-discretionary$9.5M
Total (RAUM)$315.2M