# Vigilare Wealth Management LLC

> Vigilare Wealth Management LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2011, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 157663
- Filed as: VIGILARE WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157663
- AdvisorCensus page: https://advisorcensus.com/firm/vigilare-wealth-management-llc-scottsdale-az-157663

## Quick answers

**How is Vigilare Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vigilare Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Vigilare Wealth Management LLC located?**
Vigilare Wealth Management LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Vigilare Wealth Management LLC registered with the SEC or a state?**
Vigilare Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 157663.

**How much does Vigilare Wealth Management LLC manage?**
Vigilare Wealth Management LLC reports $330,938,853 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (95% discretionary).

**How have Vigilare Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Vigilare Wealth Management LLC: Regulatory assets under management: $284,955,165 in the October 2021 data and $330,938,853 in the October 2026 data, up 16%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vigilare Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (79); individuals (other than high net worth individuals) (78).

**Which custodians does Vigilare Wealth Management LLC use?**
Vigilare Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage as custodians holding 10% or more of its separately managed account assets.

**Does Vigilare Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157663

**What changed in Vigilare Wealth Management LLC's recent Form ADV filings?**
In the December 2025 filing data: Registered or notice-filed in OR.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $330,938,853
- Discretionary: $315,756,472
- Non-discretionary: $15,182,381

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $25,804,713 |
| High net worth individuals | 79 | $291,970,034 |
| Charitable organizations | Fewer than 5 | $13,164,106 |

### Advisory services (Item 5.G)
- 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 advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2011 (15 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, ID, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vigilarewealth.com
- LinkedIn @vigilare-wealth-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $284,955,165 | 6 | March 31, 2021 |
| October 2022 | $336,585,132 | 6 | June 3, 2022 |
| October 2023 | $276,151,782 | 6 | April 20, 2023 |
| October 2024 | $291,005,199 | 5 | March 25, 2024 |
| October 2025 | $315,246,629 | 6 | March 26, 2025 |
| October 2026 | $330,938,853 | 6 | March 27, 2026 |

Regulatory assets under management: $284,955,165 in the October 2021 data and $330,938,853 in the October 2026 data, up 16%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Registered or notice-filed in OR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vigilare Wealth Management LLC (CRD 157663): Form ADV filing data as of October 2026.