|
⚲
|
| Keyboard |
| Vigilare Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 157663 |
| SEC # | 801-72385 |
| CIK # | 0001730889 |
| AUM | 330.9 M (2026-03-27) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 480-636-8292 |
| Address | 8585 East Hartford Drive Scottsdale, AZ 85255 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 9.8 | |
| Alphabet Inc | 6.5 | |
| Amazon Com Inc | 6.3 | |
| GE Vernova Inc | 4.1 | |
| Nvidia Corp | 3.5 | |
| Tesla Motors Inc | 3.3 | |
| SPDR Gold Trust | 3.0 | |
| Microsoft Corp | 2.8 | |
| Wal Mart Stores Inc | 2.4 | |
| Fidelity National Financial Inc | 2.4 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 25.8 |
| (b) Individuals (high net worth individuals) | 79 | 292.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 13.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 452 | 330.9 |
| By Discretionary | ||
| Discretionary | 445 | 315.8 |
| Non-Discretionary | 7 | 15.2 |
| Total | 452 | 330.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 330.9 | |
| Total | 452 | 330.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730889] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
TRU Independence Asset Management LLC
✚
|
OR | 336.9 M |
|
Cottage Street Advisors LLC
✚
|
MA | 333.8 M |
|
GEN Financial Management Inc
✚
|
MN | 331.8 M |
|
Fluent Financial LLC
✚
|
TX | 329.7 M |
|
BETO Financial Group LLC
✚
|
ID | 328.8 M |
|
Weitzel Financial Services Inc
✚
|
IA | 327.8 M |
|
Cimarron Wealth Management Inc
✚
|
CO | 327.3 M |
|
VPWM Advisors LLC
✚
|
MN | 326.6 M |
|
Lifeplan Investment Advisors Inc
✚
|
NC | 326.0 M |
|
Patron Partners LLC
✚
|
TX | 325.7 M |