Vigilare Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 27, 2026, reports $331M in regulatory assets under management, 6 employees, and 452 accounts.
Assets Under Management
$331M
Employees
6
Offices
--
Total Clients
157
Primary office
SCOTTSDALE, AZ
8585 EAST HARTFORD DRIVE, SUITE 113, SCOTTSDALE, AZ, United States
Top client segmentHNWI represent 50.3% of total clients.
Top client categories% of clientsClients
1
HNWI
50.3%
79
2
Individuals
49.7%
78
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$331Mas of March 27, 2026
Discretionary95.4%
$316M
95% of total RAUM95.4%
Non-discretionary4.6%
$15M
5% of total RAUM4.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$331M
Total Accounts452
10Y AUM Change+$151M (+84.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee26:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.