VIGILARE WEALTH MANAGEMENT LLC

Adviser information for VIGILARE WEALTH MANAGEMENT LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Arizona, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 412 $279.3M
Non-Discretionary 6 $11.7M
Total 418 $291.0M

Clients

Type Number RAUM
Individuals 74 $20.8M
HNW Individuals 75 $257.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $12.5M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUM
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-72385
SEC ERA File Number 801-72385
SEC CIK Numbers 1730889
SEC CRD Numbers 157663
Legal Entity Identifier None

Principal Office

8585 EAST HARTFORD DRIVE
SUITE 113
SCOTTSDALE
AZ
United States
Monday - Friday, 8:00 TO 5:00
Tel: (480) 636-8292, Fax: (480) 636-8209

Chief Compliance Officer

JASON POLIT
MEMBER, CCO
8585 E. HARTFORD DR.
SUITE 113
SCOTTSDALE
AZ
United States
Tel: 480-636-8292
Fax: 480-636-8209
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
POLIT, JASON, SCOTT Individual OWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 06/2011 50-75%
ZDRALE, ZELJKO, JAG Individual OWNER, MANAGING MEMBER 06/2011 50-75%

No. Employees, Historic

105020192020202120222023202420254 on 5/2/20194 on 7/2/20194 on 11/8/20194 on 1/15/20206 on 3/30/20206 on 6/24/20206 on 7/28/20206 on 9/24/20206 on 1/7/20216 on 3/31/20216 on 3/23/20226 on 4/29/20226 on 5/11/20226 on 6/3/20226 on 11/29/20226 on 3/28/20236 on 4/20/20235 on 3/25/2024

RAUM, Historic

400M200M02019202020212022202320242025244104181 on 5/2/2019244104181 on 7/2/2019244104181 on 11/8/2019244104181 on 1/15/2020275652343 on 3/30/2020275652343 on 6/24/2020275652343 on 7/28/2020275652343 on 9/24/2020275652343 on 1/7/2021284955165 on 3/31/2021336585132 on 3/23/2022336585132 on 4/29/2022336585132 on 5/11/2022336585132 on 6/3/2022336585132 on 11/29/2022276151782 on 3/28/2023276151782 on 4/20/2023291005199 on 3/25/2024

No. Clients, Historic

40020002019202020212022202320242025118 on 5/2/2019118 on 7/2/2019118 on 11/8/2019118 on 1/15/2020379 on 3/30/2020379 on 6/24/2020379 on 7/28/2020379 on 9/24/2020379 on 1/7/2021142 on 3/31/2021174 on 3/23/2022174 on 4/29/2022174 on 5/11/2022174 on 6/3/2022174 on 11/29/2022149 on 3/28/2023149 on 4/20/2023150 on 3/25/2024

Holdings

From latest 13F, filed July 15th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMAZON.COM INC Stock 5M 23K
POWERSHARES QQQ TR ETF 2M 3K
JOHNSON & JOHNSON COM Stock 1M 7K
WASTE MGMT INC DEL COM Stock 316K 1K
VANGUARD TOTAL STK MKT ETF 323K 1K
COSTCO WHOLESALE CORP Stock 2M 3K
PROCTER AND GAMBLE CO COM Stock 1M 7K
COCA COLA CO COM Stock 206K 3K
INTEL CORP COM Stock 248K 8K
NETFLIX INC COM Stock 226K 335
SPDR DOW JONES INDUSTRIAL ETF ETF 371K 947
ISHARES TREASURY FLOATING RATE BOND ETF ETF 804K 16K
MERCK & CO INC Stock 1M 9K
MASTERCARD INC Stock 274K 620
ISHARES MSCI JAPAN ETF ETF 290K 4K
PACER US CASH COWS 100 ETF ETF 390K 7K
SHERWIN WILLIAMS CO COM Stock 554K 2K
PEPSICO INC COM Stock 1M 7K
ISHARES 1-3 YR TREASURY BOND ETF ETF 9M 108K
HOME DEPOT Stock 1M 4K
HEALTH CARE SELECT SECTOR SPDR ETF 276K 2K
SPDR GOLD ETF ETF 6M 30K
SCHWAB U.S. BROAD MARKET ETF ETF 248K 4K
CANNAE HLDGS INC COM Stock 305K 17K
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 429K 1K
ADOBE INC COM Stock 368K 663
VANGUARD SHORT TERM CORP BOND FD ETF ETF 495K 6K
GOOGLE INC Stock 4M 19K
INTUIT COM Stock 377K 573
MICROSOFT Stock 4M 9K
VANGUARD SMALL CAP ETF ETF 768K 4K
NEXTERA ENERGY INC COM Stock 494K 7K
TESLA MOTORS INC Stock 792K 4K
ALPS TRUST ETF ALERIAN MLP ETF 854K 18K
VANGUARD S&P 500 ETF ETF 1M 3K
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 1M 9K
MARKET VECTORS GOLD MINERS INDEX ETF ETF 2M 46K
ELI LILLY & CO COM Stock 3M 3K
ISHARES RUSSELL 2000 ETF ETF 1M 6K
FIDELITY NATL INFO SVCS Stock 231K 3K
ISHARES U.S. AEROSPACE & DEFENSE ETF ETF 272K 2K
INVESCO S&P 500 LOW VOLATILITY ETF ETF 11M 166K
JPMORGAN EQUITY PREMIUM INCOME ETF ETF 3M 53K
ISHARES 0-3 MONTH TREASURY BOND ETF ETF 12M 123K
VANGUARD RUSSELL 1000 ETF ETF 5M 19K
SCHWAB US DIVIDEND EQUITY ETF ETF 249K 3K
XTRACKERS MSCI EAFE HEDGED EQUITY ETF ETF 245K 6K
VISA INC Stock 1M 5K
VANGUARD SMALL-CAP GROWTH ETF ETF 200K 800
META PLATFORMS INC CL A Stock 631K 1K
PALO ALTO NETWORKS INC COM Stock 357K 1K
STRIVE U.S. ENERGY ETF ETF 398K 13K
NVIDIA CORPORATION COM Stock 1M 12K
ABBVIE INC COM Stock 502K 3K
GOLDMAN SACHS PHYSICAL GOLD ETF ETF 311K 14K
VANGUARD TOTAL BOND MARKET ETF ETF 56M 774K
INVESCO S&P 500 QUALITY ETF ETF 39M 606K
QUALCOMM INC Stock 297K 1K
T-MOBILE US INC COM Stock 271K 2K
INTUITIVE SURGICAL INC COM NEW Stock 399K 898
MCDONALDS CORP COM Stock 315K 1K
ADVANCED MICRO DEVICES INC COM Stock 302K 2K
NOKIA CORP SPONSORED ADR ADR 45K 12K
ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF ETF 202K 4K
LULULEMON ATHLETICA INC Stock 204K 684
ISHARES S&P 500 INDEX ETF 2M 4K
ISHARES PREFERRED & INCOME SECURITIES ETF ETF 973K 31K
JPMORGAN CHASE & CO. COM Stock 902K 4K
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 825K 17K
DANAHER CORP Stock 353K 1K
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF ETF 396K 6K
WALMART INC COM Stock 2M 25K
ORACLE CORPORATION Stock 467K 3K
RTX CORPORATION COM Stock 786K 8K
TARGET CORP COM Stock 399K 3K
CATERPILLAR INC COM Stock 220K 661
ALPHABET INC CAP STK CL C Stock 541K 3K
AMGEN INC Stock 472K 2K
VANGUARD DIVIDEND APPRECIATION ETF ETF 9M 48K
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 2M 50K
ISHARES 7-10 YEAR TREASURY BOND ETF ETF 663K 7K
ISHARES AGGREGATE BOND ETF ETF 506K 5K
ISHARES 20 YEAR TREASURY BOND ETF ETF 3M 30K
NUCOR CORP COM Stock 262K 2K
VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF ETF 662K 2K
SERVICE CORP INTL COM Stock 275K 4K
UNITEDHEALTH GROUP Stock 688K 1K
UTILITIES SELECT SECTOR SPDR FUND ETF 674K 10K
ISHARES FTSE CHINA ETF ETF 214K 8K
APPLE INC Stock 8M 38K
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 3M 29K