VIGILARE WEALTH MANAGEMENT LLC

8585 East Hartford Drive
Suite 113
Scottsdale, Arizona 85255
Tel: (480) 636-8292

About VIGILARE WEALTH MANAGEMENT LLC

VIGILARE WEALTH MANAGEMENT LLC, formally registered with the SEC as VIGILARE WEALTH MANAGEMENT LLC. The firm was established in 06/07/2011. They have over 1 offices throughout the country.

VIGILARE WEALTH MANAGEMENT LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $291,005,199 assets under management, offering retirement planning & investment advisory services to 418 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157663
SEC#	801-72385
Assets Managed by Firm	$291,005,199
No. of Clients	418
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	418	$291,005,199
Individuals (other than high net worth individuals)	74	$20,819,596
High net worth individuals	75	$257,720,028
Charitable organizations	1	$12,465,575

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