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 |
Principal Office
8585 EAST HARTFORD DRIVESUITE 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
J****@*****************M
(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
RAUM, Historic
No. Clients, Historic
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 | – |