1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VIGILARE WEALTH MANAGEMENT LLC

Map pinSCOTTSDALE, AZ
Phone(480) 636-8292
NotebookSEC #801-72385
Total AUM
$330.9M
Employees
6
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8585 EAST HARTFORD DRIVE
SUITE 113
SCOTTSDALE
AZ 85255
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
(480) 636-8292

ReceiptFinancials

Total AUM
$330.9M
Accounts
452
Discretionary
$315.8M
Accounts
445
Non-Discretionary
$15.2M
Accounts
7

ContactClients

View more in analytics →

Individual Clients
78
AUM
$25.8M
HNW Individual Clients
79
AUM
$292M
Charitable Organization Clients
1
AUM
$13.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account