Vigilare Wealth Management LLC
● SEC registered since 2011CRD 157663SEC# 801-72385Scottsdale, AZ
Reg. AUM
$330.9M
Employees
6
Accounts
452
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 $330.9 million in regulatory assets under management and employs 6 people.
Vigilare Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Scott Polit Control | Owner, Managing Member, Chief Compliance Officer | 50-75% | 2011 |
| Zeljko Jag Zdrale Control | Owner, Managing Member | 50-75% | 2011 |
Frequently asked questions
How much does Vigilare Wealth Management LLC manage?
Vigilare Wealth Management LLC reports $330.9 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
| Address | 8585 East Hartford Drive, Suite 113, Scottsdale, AZ 85255 |
| Phone | (480) 636-8292 |
| Fax | (480) 636-8209 |
| Office hours | 8:00 To 5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1730889 |
| Discloses disciplinary history | No |
Regulatory AUM
$330.9M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$330.9Mregulatory AUM
Discretionary $315.8MNon-discretionary $15.2M