SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Vigilare Wealth Management LLC
Scottsdale, AZ
CRD 157663
Firm filing updated March 27, 2026 ·
- $330.9MAssets
- 4Advisory staff
- 452Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals79
- Individuals78
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 78 | $25.8 million |
| High net worth individuals | 79 | $292.0 million |
| Charitable organizations | Fewer than 5 clients | $13.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$330.9 million
- Accounts452
- Discretionary$315.8 million · 445 accounts
- Non-discretionary$15.2 million · 7 accounts
People
- Employees6
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients26 to 50
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 157663, SEC file 801-72385.
- Registered with the SEC as an investment advisor (status date on record: June 7, 2011).
Is Vigilare Wealth Management LLC a fiduciary?
Short answer: Vigilare Wealth Management LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.