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VIGILARE WEALTH MANAGEMENT LLC
CRD 157663File 801-72385
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$330.9M
Below cohort median (national)
Discretionary AUM
$315.8M
Non-discretionary $15.2M
Clients
157
452 accounts
Employees
6
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 7, 2011
- Principal office
- 8585 EAST HARTFORD DRIVE, SUITE 113, SCOTTSDALE, AZ, 85255
- Phone
- (480) 636-8292
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $330.9M
- Discretionary AUM
- $315.8M
- Non-discretionary AUM
- $15.2M
- Discretionary accounts
- 445
- Non-discretionary accounts
- 7
- Total accounts
- 452
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $13.2M |
| High net worth individuals | 79 | $292.0M |
| Individuals (other than high net worth individuals) | 78 | $25.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.