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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Vigilare Wealth Management LLC
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|---|---|
| CRD # | 157663 |
| SEC # | 801-72385 |
| CIK # | 0001730889 |
| AUM | $315.2 M (2025-03-26) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 480-636-8292 |
| Address | 8585 East Hartford Drive Scottsdale, AZ 85255 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 20.6 | ||
| Apple Inc | 7.0 | ||
| Amazon Com Inc | 6.2 | ||
| iShares Bitcoin Trust | 5.9 | ||
| Microsoft Corp | 4.5 | ||
| Alphabet Inc | 3.7 | ||
| Nvidia Corp | 3.0 | ||
| Fidelity National Financial Inc | 2.8 | ||
| Costco Wholesale Corp /NEW | 2.5 | ||
| J P Morgan Chase & Co | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 20.5 |
| (b) Individuals (high net worth individuals) | 89 | 279.6 |
| (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 | 15.2 |
| (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 | 448 | 315.2 |
| By Discretionary | ||
| Discretionary | 440 | 305.8 |
| Non-Discretionary | 8 | 9.5 |
| Total | 448 | 315.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 315.2 | |
| Total | 448 | 315.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730889] |
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